Filed January 28, 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 | $81,038 | $99,341-18.4% | $84,750-4.4% | $273,961-70.4% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 6.34% | 22.93%-16.6pp | 22.78%-16.4pp | 41.45%-35.1pp |
| Employer contribution / active EE | $683 | $4,214-83.8% | $3,574-80.9% | $4,869-86.0% |
| Participant deferral / active EE | $9,243 | $4,269+116.5% | $3,712+149.0% | $5,287+74.8% |
| Admin fee / account holder | $14 | $6,644-99.8% | $5,332-99.7% | $10,132-99.9% |