Filed July 25, 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 | $133,528 | $172,111-22.4% | $150,298-11.2% | $137,256-2.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.11% | 69.37%-55.3pp | 62.79%-48.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $4,616 | $4,636-0.4% | $4,154+11.1% | $4,156+11.1% |
| Participant deferral / active EE | $18,312 | $6,166+197.0% | $5,453+235.8% | $6,407+185.8% |
| Admin fee / account holder | $73 | $16,471-99.6% | $14,116-99.5% | $12,270-99.4% |