Filed May 21, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,162 | $183,963-69.5% | $162,163-65.4% | $152,861-63.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 13.52% | 150.76%-137.2pp | 115.59%-102.1pp | 345.32%-331.8pp |
| Employer contribution / active EE | $1,437 | $6,371-77.4% | $5,614-74.4% | $4,762-69.8% |
| Participant deferral / active EE | $2,328 | $8,034-71.0% | $7,298-68.1% | $5,850-60.2% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |