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 | $54,640 | $57,045-4.2% | $92,132-40.7% | $57,045-4.2% |
| Participation rate | 100.0% | 80.5%+19.5pp | 99.1%+0.9pp | 80.5%+19.5pp |
| Annual return | 15.74% | -16.56%+32.3pp | -0.51%+16.3pp | -16.56%+32.3pp |
| Employer contribution / active EE | $6,240 | $2,813+121.8% | $4,037+54.6% | $2,813+121.8% |
| Participant deferral / active EE | $4,192 | $3,514+19.3% | $5,132-18.3% | $3,514+19.3% |
| Admin fee / account holder | $128 | $1,022-87.5% | $42,791-99.7% | $1,022-87.5% |