Filed November 9, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,164 | $155,788-84.5% | $124,672-80.6% | $167,490-85.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 11.84% | 17.97%-6.1pp | 5142.93%-5131.1pp | 478.56%-466.7pp |
| Employer contribution / active EE | $1,331 | $4,163-68.0% | $3,324-60.0% | $4,837-72.5% |
| Participant deferral / active EE | $1,331 | $5,673-76.5% | $4,614-71.2% | $6,341-79.0% |
| Admin fee / account holder | $97 | $9,531-99.0% | $7,493-98.7% | $12,309-99.2% |