Filed March 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 | $67,578 | $165,912-59.3% | $122,332-44.8% | $147,584-54.2% |
| Participation rate | 94.7% | 79.6%+15.2pp | 71.6%+23.1pp | 82.8%+11.9pp |
| Annual return | 18.42% | 34.55%-16.1pp | 30.27%-11.9pp | 578.55%-560.1pp |
| Employer contribution / active EE | $3,648 | $5,754-36.6% | $4,050-9.9% | $4,876-25.2% |
| Participant deferral / active EE | $6,089 | $4,005+52.0% | $3,287+85.3% | $5,439+12.0% |
| Admin fee / account holder | $21 | $7,424-99.7% | $5,478-99.6% | $10,885-99.8% |