Filed January 18, 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 | $204,092 | $112,881+80.8% | $90,951+124.4% | $158,922+28.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 22.47% | 215.79%-193.3pp | 134.60%-112.1pp | 302.83%-280.4pp |
| Employer contribution / active EE | $1,530 | $2,893-47.1% | $2,122-27.9% | $4,761-67.9% |
| Participant deferral / active EE | $4,997 | $4,128+21.1% | $3,373+48.1% | $5,982-16.5% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |