Filed February 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 | $244,796 | $149,679+63.5% | $117,039+109.2% | $147,584+65.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 18.76% | 19.31%-0.6pp | 18.95%-0.2pp | 578.55%-559.8pp |
| Employer contribution / active EE | $9,290 | $4,937+88.2% | $3,785+145.5% | $4,876+90.5% |
| Participant deferral / active EE | $7,750 | $4,912+57.8% | $3,929+97.2% | $5,439+42.5% |
| Admin fee / account holder | $13 | $7,856-99.8% | $5,974-99.8% | $10,885-99.9% |