Filed February 7, 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 | $46,712 | $43,723+6.8% | $121,196-61.5% | $64,186-27.2% |
| Participation rate | 96.9% | 58.3%+38.6pp | 71.7%+25.1pp | 69.6%+27.3pp |
| Annual return | -5.84% | 68.91%-74.7pp | 16.93%-22.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,608 | $2,280+146.0% | $3,344+67.7% | $3,470+61.6% |
| Admin fee / account holder | $171 | $3,501-95.1% | $5,019-96.6% | $4,888-96.5% |