Filed May 23, 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 | $112,759 | $106,515+5.9% | $96,683+16.6% | $139,434-19.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.11% | 38.43%-20.3pp | 35.69%-17.6pp | 372.94%-354.8pp |
| Employer contribution / active EE | $21,777 | $4,103+430.8% | $3,737+482.8% | $4,751+358.4% |
| Participant deferral / active EE | $6,546 | $5,454+20.0% | $4,878+34.2% | $6,710-2.5% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |