Filed July 20, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,956 | $39,019-74.5% | $80,716-87.7% | $85,850-88.4% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 8.46% | 26.27%-17.8pp | 87.28%-78.8pp | 318.53%-310.1pp |
| Employer contribution / active EE | $400 | $722-44.6% | $1,160-65.5% | $2,565-84.4% |
| Participant deferral / active EE | $719 | $1,326-45.7% | $2,146-66.5% | $3,952-81.8% |
| Admin fee / account holder | $120 | $2,431-95.1% | $3,380-96.5% | $6,260-98.1% |