Filed August 4, 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 | $56,571 | $90,600-37.6% | $79,464-28.8% | $135,375-58.2% |
| Participation rate | 76.9% | 76.0%+0.9pp | 73.3%+3.6pp | 82.6%-5.7pp |
| Annual return | -7.46% | 977.43%-984.9pp | 718.14%-725.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $701 | $4,050-82.7% | $3,704-81.1% | $5,609-87.5% |
| Admin fee / account holder | $255 | $5,907-95.7% | $5,113-95.0% | $10,827-97.6% |