Filed April 5, 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 | $45,346 | $198,466-77.2% | $170,442-73.4% | $147,584-69.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.03% | 257.29%-239.3pp | 205.93%-187.9pp | 578.55%-560.5pp |
| Employer contribution / active EE | $2,019 | $6,184-67.4% | $5,433-62.8% | $4,876-58.6% |
| Participant deferral / active EE | $2,203 | $5,629-60.9% | $4,939-55.4% | $5,439-59.5% |
| Admin fee / account holder | $10 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |