Filed July 25, 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 | $58,649 | $49,177+19.3% | $79,464-26.2% | $64,186-8.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 4.98% | -1.16%+6.1pp | 718.14%-713.2pp | 7.63%-2.7pp |
| Employer contribution / active EE | $2,726 | $2,076+31.3% | $2,800-2.7% | $2,381+14.5% |
| Participant deferral / active EE | $4,050 | $2,821+43.5% | $3,704+9.3% | $3,470+16.7% |
| Admin fee / account holder | $171 | $3,839-95.5% | $5,113-96.7% | $4,888-96.5% |