Filed December 10, 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 | $33,672 | $102,966-67.3% | $90,281-62.7% | $152,861-78.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 35.28% | 95.16%-59.9pp | 78.10%-42.8pp | 345.32%-310.0pp |
| Employer contribution / active EE | $2,766 | $3,139-11.9% | $2,854-3.1% | $4,762-41.9% |
| Participant deferral / active EE | $3,532 | $4,281-17.5% | $3,885-9.1% | $5,850-39.6% |
| Admin fee / account holder | $50 | $6,171-99.2% | $5,351-99.1% | $11,596-99.6% |