Filed April 11, 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 | $124,310 | $94,529+31.5% | $140,016-11.2% | $64,186+93.7% |
| Participation rate | 85.2% | 84.1%+1.1pp | 87.5%-2.3pp | 69.6%+15.6pp |
| Annual return | -6.42% | 7.77%-14.2pp | 651.12%-657.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,188 | $3,812-68.8% | $5,606-78.8% | $2,381-50.1% |
| Participant deferral / active EE | $3,565 | $5,250-32.1% | $6,927-48.5% | $3,470+2.8% |
| Admin fee / account holder | $146 | $6,741-97.8% | $10,705-98.6% | $4,888-97.0% |