Filed March 9, 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 | $33,064 | $67,606-51.1% | $82,313-59.8% | $70,131-52.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.39% | 21.57%-9.2pp | 25.88%-13.5pp | 73.14%-60.7pp |
| Employer contribution / active EE | $1,807 | $1,755+3.0% | $2,428-25.6% | $2,342-22.8% |
| Participant deferral / active EE | $1,958 | $2,987-34.5% | $3,706-47.2% | $3,332-41.2% |
| Admin fee / account holder | $171 | $4,512-96.2% | $5,608-96.9% | $4,645-96.3% |