Filed May 5, 2005 (most recent of 2 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 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 | $55,881 | $87,841-36.4% | $133,980-58.3% | $62,891-11.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 8.95% | 12.05%-3.1pp | 29.30%-20.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $2,442 | $3,483-29.9% | $5,211-53.1% | $2,281+7.1% |
| Participant deferral / active EE | $2,904 | $4,812-39.7% | $6,282-53.8% | $3,203-9.3% |
| Admin fee / account holder | $45 | $5,371-99.2% | $9,324-99.5% | $4,296-99.0% |