Filed November 29, 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 | $73,896 | $106,515-30.6% | $96,683-23.6% | $139,434-47.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.74% | 38.43%-22.7pp | 35.69%-20.0pp | 372.94%-357.2pp |
| Employer contribution / active EE | $6,682 | $4,103+62.9% | $3,737+78.8% | $4,751+40.6% |
| Participant deferral / active EE | $8,180 | $5,454+50.0% | $4,878+67.7% | $6,710+21.9% |
| Admin fee / account holder | $224 | $7,877-97.2% | $6,730-96.7% | $11,403-98.0% |