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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,967 | $81,625-87.8% | $58,482-83.0% | $139,434-92.9% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 11.16% | 7404.20%-7393.0pp | 4239.32%-4228.2pp | 372.94%-361.8pp |
| Employer contribution / active EE | $435 | $1,398-68.9% | $1,053-58.7% | $4,751-90.8% |
| Participant deferral / active EE | $317 | $2,557-87.6% | $1,924-83.5% | $6,710-95.3% |
| Admin fee / account holder | $242 | $3,265-92.6% | $2,516-90.4% | $11,403-97.9% |