Filed April 2, 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 | $75,484 | $202,318-62.7% | $172,739-56.3% | $152,861-50.6% |
| Participation rate | 91.3% | 87.1%+4.2pp | 82.6%+8.7pp | 82.4%+8.9pp |
| Annual return | 14.34% | 1029.65%-1015.3pp | 802.84%-788.5pp | 345.32%-331.0pp |
| Employer contribution / active EE | $1,722 | $5,856-70.6% | $5,143-66.5% | $4,762-63.8% |
| Participant deferral / active EE | $4,055 | $5,948-31.8% | $5,198-22.0% | $5,850-30.7% |
| Admin fee / account holder | $196 | $17,109-98.9% | $13,954-98.6% | $11,596-98.3% |