Filed January 6, 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 | $46,071 | $84,695-45.6% | $73,843-37.6% | $125,391-63.3% |
| Participation rate | 87.0% | 76.8%+10.2pp | 73.4%+13.5pp | 83.2%+3.8pp |
| Annual return | -1.81% | 3123.53%-3125.3pp | 2267.84%-2269.6pp | 282.22%-284.0pp |
| Employer contribution / active EE | $1,425 | $3,123-54.4% | $2,787-48.9% | $4,866-70.7% |
| Participant deferral / active EE | $1,496 | $3,992-62.5% | $3,583-58.3% | $5,352-72.0% |
| Admin fee / account holder | $5 | $5,691-99.9% | $4,880-99.9% | $9,540-99.9% |