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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,755 | $209,336-77.7% | $197,124-76.3% | $137,256-65.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 5.37% | 48.09%-42.7pp | 44.34%-39.0pp | 220.34%-215.0pp |
| Employer contribution / active EE | $2,522 | $6,591-61.7% | $6,227-59.5% | $4,156-39.3% |
| Participant deferral / active EE | $2,763 | $9,614-71.3% | $9,135-69.8% | $6,407-56.9% |
| Admin fee / account holder | $48 | $17,308-99.7% | $16,298-99.7% | $12,270-99.6% |