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 | $183,662 | $123,793+48.4% | $177,821+3.3% | $79,858+130.0% |
| Participation rate | 88.5% | 84.7%+3.8pp | 87.7%+0.7pp | 69.6%+18.8pp |
| Annual return | 17.29% | 22.82%-5.5pp | 48.32%-31.0pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,421 | $4,095-65.3% | $5,918-76.0% | $2,471-42.5% |
| Participant deferral / active EE | $4,275 | $5,956-28.2% | $7,714-44.6% | $3,740+14.3% |
| Admin fee / account holder | $186 | $7,243-97.4% | $12,427-98.5% | $5,306-96.5% |