Filed January 6, 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 | $192,667 | $167,484+15.0% | $151,611+27.1% | $134,475+43.3% |
| Participation rate | 81.8% | 88.4%-6.6pp | 87.5%-5.7pp | 81.2%+0.6pp |
| Annual return | -15.41% | 7.80%-23.2pp | 3.33%-18.7pp | 417.96%-433.4pp |
| Employer contribution / active EE | $12,207 | $6,829+78.7% | $6,166+98.0% | $4,740+157.6% |
| Participant deferral / active EE | $8,150 | $8,986-9.3% | $8,363-2.6% | $6,400+27.3% |
| Admin fee / account holder | $257 | $13,783-98.1% | $11,616-97.8% | $11,426-97.7% |