Filed March 27, 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 | $82,948 | $109,359-24.2% | $162,163-48.8% | $72,985+13.7% |
| Participation rate | 97.4% | 84.3%+13.2pp | 87.6%+9.9pp | 69.5%+27.9pp |
| Annual return | 22.18% | 25.46%-3.3pp | 115.59%-93.4pp | 81.00%-58.8pp |
| Employer contribution / active EE | $1,886 | $3,907-51.7% | $5,614-66.4% | $2,440-22.7% |
| Participant deferral / active EE | $3,563 | $5,481-35.0% | $7,298-51.2% | $3,607-1.2% |
| Admin fee / account holder | $290 | $7,972-96.4% | $10,843-97.3% | $5,124-94.3% |