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 | $57,508 | $56,054+2.6% | $171,082-66.4% | $62,891-8.6% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 10.10% | 22.52%-12.4pp | 32.56%-22.5pp | 20.14%-10.0pp |
| Employer contribution / active EE | $2,245 | $1,731+29.7% | $4,002-43.9% | $2,281-1.6% |
| Participant deferral / active EE | $4,890 | $3,158+54.8% | $4,797+1.9% | $3,203+52.7% |
| Admin fee / account holder | $208 | $3,647-94.3% | $8,520-97.6% | $4,296-95.2% |