Filed January 29, 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 | $110,770 | $172,478-35.8% | $145,661-24.0% | $142,382-22.2% |
| Participation rate | 93.8% | 80.1%+13.7pp | 77.2%+16.5pp | 80.1%+13.6pp |
| Annual return | 13.88% | 151.09%-137.2pp | 101.46%-87.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,182 | $4,899-55.5% | $4,238-48.5% | $4,299-49.2% |
| Participant deferral / active EE | $3,610 | $8,348-56.8% | $7,198-49.9% | $6,507-44.5% |
| Admin fee / account holder | $14 | $16,864-99.9% | $12,466-99.9% | $12,624-99.9% |