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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,986 | $48,364+17.8% | $71,796-20.6% | $62,891-9.4% |
| Participation rate | 71.4% | 60.6%+10.8pp | 69.1%+2.3pp | 69.3%+2.1pp |
| Annual return | 8.67% | 13.16%-4.5pp | 78.04%-69.4pp | 20.14%-11.5pp |
| Employer contribution / active EE | $667 | $1,042-36.0% | $1,924-65.4% | $2,281-70.8% |
| Participant deferral / active EE | $3,423 | $2,091+63.7% | $2,794+22.5% | $3,203+6.9% |
| Admin fee / account holder | $142 | $3,771-96.2% | $4,815-97.1% | $4,296-96.7% |