Filed February 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 | $47,798 | $52,519-9.0% | $155,790-69.3% | $59,632-19.8% |
| Participation rate | 92.9% | 61.7%+31.2pp | 76.1%+16.8pp | 68.7%+24.2pp |
| Annual return | 0.42% | 53.51%-53.1pp | 71.54%-71.1pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $1,582 | $1,589-0.5% | $3,836-58.8% | $2,203-28.2% |
| Participant deferral / active EE | $3,956 | $3,084+28.3% | $4,797-17.5% | $3,192+24.0% |
| Admin fee / account holder | $186 | $3,540-94.7% | $7,478-97.5% | $4,297-95.7% |