Filed August 8, 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 | $25,945 | $165,912-84.4% | $122,332-78.8% | $147,584-82.4% |
| Participation rate | 89.5% | 79.6%+9.9pp | 71.6%+17.8pp | 82.8%+6.6pp |
| Annual return | 24.24% | 34.55%-10.3pp | 30.27%-6.0pp | 578.55%-554.3pp |
| Employer contribution / active EE | $2,013 | $5,754-65.0% | $4,050-50.3% | $4,876-58.7% |
| Participant deferral / active EE | $2,604 | $4,005-35.0% | $3,287-20.8% | $5,439-52.1% |
| Admin fee / account holder | $102 | $7,424-98.6% | $5,478-98.1% | $10,885-99.1% |