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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,834 | $185,822+18.3% | $169,993+29.3% | $139,434+57.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.07% | 60.50%-51.4pp | 53.37%-44.3pp | 372.94%-363.9pp |
| Employer contribution / active EE | $13,402 | $7,590+76.6% | $6,785+97.5% | $4,751+182.1% |
| Participant deferral / active EE | $6,913 | $11,622-40.5% | $10,408-33.6% | $6,710+3.0% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |