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 | $24,778 | $110,257-77.5% | $96,544-74.3% | $139,434-82.2% |
| Participation rate | 70.0% | 78.1%-8.1pp | 76.0%-6.0pp | 80.3%-10.3pp |
| Annual return | 14.93% | 26.32%-11.4pp | 25.84%-10.9pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,804 | $3,620-50.2% | $2,965-39.1% | $4,751-62.0% |
| Participant deferral / active EE | $5,359 | $5,548-3.4% | $4,851+10.5% | $6,710-20.1% |
| Admin fee / account holder | $104 | $11,591-99.1% | $8,252-98.7% | $11,403-99.1% |