Filed November 29, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,915 | $167,484-2.1% | $151,611+8.1% | $134,475+21.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.03% | 7.80%-14.8pp | 3.33%-10.4pp | 417.96%-425.0pp |
| Employer contribution / active EE | $3,672 | $6,829-46.2% | $6,166-40.4% | $4,740-22.5% |
| Participant deferral / active EE | $1,356 | $8,986-84.9% | $8,363-83.8% | $6,400-78.8% |
| Admin fee / account holder | $47 | $13,783-99.7% | $11,616-99.6% | $11,426-99.6% |