Filed December 27, 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 | $105,930 | $153,772-31.1% | $133,980-20.9% | $273,961-61.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.50% | 36.51%-25.0pp | 29.30%-17.8pp | 41.45%-30.0pp |
| Employer contribution / active EE | $3,085 | $6,029-48.8% | $5,211-40.8% | $4,869-36.6% |
| Participant deferral / active EE | $6,568 | $6,958-5.6% | $6,282+4.6% | $5,287+24.2% |
| Admin fee / account holder | $36 | $11,765-99.7% | $9,324-99.6% | $10,132-99.6% |