Filed January 23, 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 | $223,984 | $180,449+24.1% | $154,107+45.3% | $135,375+65.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 11.09% | 888.09%-877.0pp | 735.12%-724.0pp | 519.73%-508.6pp |
| Employer contribution / active EE | $5,625 | $6,035-6.8% | $5,298+6.2% | $4,779+17.7% |
| Participant deferral / active EE | $6,397 | $5,806+10.2% | $5,081+25.9% | $5,609+14.1% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |