Filed March 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 4-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 | $55,402 | $127,386-56.5% | $115,037-51.8% | $125,391-55.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.05% | 31.28%-33.3pp | 26.14%-28.2pp | 282.22%-284.3pp |
| Employer contribution / active EE | $3,041 | $5,166-41.1% | $4,608-34.0% | $4,866-37.5% |
| Participant deferral / active EE | $8,292 | $6,423+29.1% | $6,026+37.6% | $5,352+55.0% |
| Admin fee / account holder | $12 | $9,516-99.9% | $8,175-99.9% | $9,540-99.9% |