Filed May 10, 2005 (most recent of 3 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 3-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 | $13,766 | $90,348-84.8% | $75,972-81.9% | $145,922-90.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 782.72% | 620.88%+161.8pp | 359.55%+423.2pp | 561.29%+221.4pp |
| Employer contribution / active EE | $2,367 | $3,311-28.5% | $2,685-11.9% | $4,660-49.2% |
| Participant deferral / active EE | $4,735 | $5,162-8.3% | $4,255+11.3% | $6,688-29.2% |
| Admin fee / account holder | $54 | $8,467-99.4% | $6,467-99.2% | $13,397-99.6% |