Filed March 1, 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 4-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 | $30,420 | $96,635-68.5% | $86,612-64.9% | $139,434-78.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 347.80% | 106.41%+241.4pp | 591.07%-243.3pp | 372.94%-25.1pp |
| Employer contribution / active EE | $9,231 | $3,263+182.9% | $3,022+205.4% | $4,751+94.3% |
| Participant deferral / active EE | $6,549 | $4,836+35.4% | $4,438+47.6% | $6,710-2.4% |
| Admin fee / account holder | $133 | $6,408-97.9% | $5,614-97.6% | $11,403-98.8% |