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 | $192,619 | $217,402-11.4% | $185,823+3.7% | $167,490+15.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.10% | 148.36%-137.3pp | 122.05%-110.9pp | 478.56%-467.5pp |
| Employer contribution / active EE | $8,065 | $5,873+37.3% | $5,167+56.1% | $4,837+66.7% |
| Participant deferral / active EE | $5,886 | $6,356-7.4% | $5,568+5.7% | $6,341-7.2% |
| Admin fee / account holder | $27 | $19,811-99.9% | $16,237-99.8% | $12,309-99.8% |