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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $150,187-100.0% | $120,354-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 78.8%-78.8pp | 71.9%-71.9pp | 80.3%-80.3pp |
| Annual return | 8.74% | 154.07%-145.3pp | 107.15%-98.4pp | 561.29%-552.5pp |
| Employer contribution / active EE | $710 | $4,348-83.7% | $3,463-79.5% | $4,660-84.8% |
| Participant deferral / active EE | $1,214 | $6,173-80.3% | $4,991-75.7% | $6,688-81.8% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |