Filed July 19, 2005 (most recent of 2 filings on file)
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 | $109,072 | $167,484-34.9% | $151,611-28.1% | $134,475-18.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.03% | 7.80%-27.8pp | 3.33%-23.4pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,966 | $6,829-71.2% | $6,166-68.1% | $4,740-58.5% |
| Participant deferral / active EE | $5,211 | $8,986-42.0% | $8,363-37.7% | $6,400-18.6% |
| Admin fee / account holder | $10 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |