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 | $184,521 | $77,899+136.9% | $149,673+23.3% | $75,163+145.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 13.35% | 31.72%-18.4pp | 134.42%-121.1pp | 160.62%-147.3pp |
| Employer contribution / active EE | $7,598 | $3,137+142.2% | $4,818+57.7% | $2,670+184.6% |
| Participant deferral / active EE | $6,514 | $3,411+91.0% | $5,680+14.7% | $4,125+57.9% |
| Admin fee / account holder | $34 | $5,956-99.4% | $13,210-99.7% | $5,651-99.4% |