Filed July 6, 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,986 | $65,685-7.2% | $57,179+6.7% | $273,961-77.7% |
| Participation rate | 81.8% | 78.3%+3.5pp | 75.3%+6.5pp | 83.0%-1.2pp |
| Annual return | -1.64% | 21.99%-23.6pp | 14.59%-16.2pp | 41.45%-43.1pp |
| Employer contribution / active EE | $1,247 | $3,279-62.0% | $2,682-53.5% | $4,869-74.4% |
| Participant deferral / active EE | $4,765 | $3,782+26.0% | $3,096+53.9% | $5,287-9.9% |
| Admin fee / account holder | $294 | $4,835-93.9% | $3,139-90.6% | $10,132-97.1% |