Filed October 31, 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 | $166,239 | $77,813+113.6% | $123,544+34.6% | $64,186+159.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.63% | 12.48%-18.1pp | 119.20%-124.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $4,667 | $3,014+54.8% | $4,628+0.8% | $2,381+96.0% |
| Participant deferral / active EE | $10,055 | $5,240+91.9% | $6,426+56.5% | $3,470+189.8% |
| Admin fee / account holder | $234 | $5,519-95.8% | $9,284-97.5% | $4,888-95.2% |