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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,522 | $150,187-83.0% | $120,354-78.8% | $145,922-82.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.93% | 154.07%-143.1pp | 107.15%-96.2pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,605 | $4,348-63.1% | $3,463-53.7% | $4,660-65.6% |
| Participant deferral / active EE | $1,605 | $6,173-74.0% | $4,991-67.8% | $6,688-76.0% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |