Filed July 10, 2006
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 | $26,126 | $108,919-76.0% | $100,391-74.0% | $145,922-82.1% |
| Participation rate | 85.7% | 82.9%+2.8pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 20.38% | 57.88%-37.5pp | 49.20%-28.8pp | 561.29%-540.9pp |
| Employer contribution / active EE | $584 | $4,419-86.8% | $3,942-85.2% | $4,660-87.5% |
| Participant deferral / active EE | $5,907 | $8,445-30.1% | $8,082-26.9% | $6,688-11.7% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |