Filed May 5, 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 | $102,667 | $131,829-22.1% | $108,579-5.4% | $273,961-62.5% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 8.65% | -91.57%+100.2pp | -51.70%+60.3pp | 41.45%-32.8pp |
| Employer contribution / active EE | $1,939 | $4,912-60.5% | $3,758-48.4% | $4,869-60.2% |
| Participant deferral / active EE | $3,477 | $5,127-32.2% | $4,311-19.3% | $5,287-34.2% |
| Admin fee / account holder | $188 | $10,252-98.2% | $7,645-97.5% | $10,132-98.1% |