Filed December 13, 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 | $46,785 | $68,305-31.5% | $128,012-63.5% | $68,305-31.5% |
| Participation rate | 100.0% | 63.0%+37.0pp | 100.0%0pp | 63.0%+37.0pp |
| Annual return | 12.42% | 1.09%+11.3pp | 11.36%+1.1pp | 1.09%+11.3pp |
| Employer contribution / active EE | $4,594 | $3,552+29.3% | $4,806-4.4% | $3,552+29.3% |
| Participant deferral / active EE | $3,391 | $2,726+24.4% | $3,708-8.6% | $2,726+24.4% |
| Admin fee / account holder | $34 | $3,885-99.1% | $948-96.4% | $3,885-99.1% |