Filed November 29, 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 | $121,671 | $106,543+14.2% | $91,220+33.4% | $134,475-9.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.36% | 160.60%-178.0pp | 114.01%-131.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $8,469 | $3,331+154.3% | $2,850+197.1% | $4,740+78.7% |
| Participant deferral / active EE | $11,432 | $4,719+142.3% | $4,234+170.0% | $6,400+78.6% |
| Admin fee / account holder | $169 | $6,231-97.3% | $5,420-96.9% | $11,426-98.5% |