Filed November 9, 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 | $45,958 | $215,361-78.7% | $171,082-73.1% | $273,961-83.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 8.31% | 25.14%-16.8pp | 32.56%-24.3pp | 41.45%-33.1pp |
| Employer contribution / active EE | $3,032 | $4,967-39.0% | $4,002-24.2% | $4,869-37.7% |
| Participant deferral / active EE | $6,411 | $5,543+15.7% | $4,797+33.6% | $5,287+21.3% |
| Admin fee / account holder | $114 | $10,846-99.0% | $8,520-98.7% | $10,132-98.9% |