Filed April 12, 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 | $163,411 | $77,813+110.0% | $123,544+32.3% | $64,186+154.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.64% | 12.48%-17.1pp | 119.20%-123.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $3,140 | $3,014+4.2% | $4,628-32.1% | $2,381+31.9% |
| Participant deferral / active EE | $8,549 | $5,240+63.1% | $6,426+33.0% | $3,470+146.4% |
| Admin fee / account holder | $66 | $5,519-98.8% | $9,284-99.3% | $4,888-98.6% |