Filed November 9, 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 | $32,575 | $100,754-67.7% | $86,677-62.4% | $134,475-75.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.54% | 29.04%-44.6pp | 35.91%-51.4pp | 417.96%-433.5pp |
| Employer contribution / active EE | $1,835 | $3,489-47.4% | $2,836-35.3% | $4,740-61.3% |
| Participant deferral / active EE | $5,925 | $5,338+11.0% | $4,656+27.3% | $6,400-7.4% |
| Admin fee / account holder | $136 | $10,926-98.8% | $7,493-98.2% | $11,426-98.8% |