Filed February 24, 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 | $36,193 | $82,032-55.9% | $123,104-70.6% | $59,632-39.3% |
| Participation rate | 88.9% | 83.2%+5.7pp | 86.8%+2.1pp | 68.7%+20.2pp |
| Annual return | -0.02% | 5.12%-5.1pp | 13.22%-13.2pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,963 | $3,297-40.4% | $5,151-61.9% | $2,203-10.9% |
| Participant deferral / active EE | $2,418 | $4,667-48.2% | $6,230-61.2% | $3,192-24.3% |
| Admin fee / account holder | $192 | $5,881-96.7% | $9,015-97.9% | $4,297-95.5% |