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 | $150,566 | $83,908+79.4% | $68,509+119.8% | $125,391+20.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.07% | 14.48%-14.5pp | 8.27%-8.3pp | 282.22%-282.3pp |
| Employer contribution / active EE | $400 | $3,031-86.8% | $2,278-82.4% | $4,866-91.8% |
| Participant deferral / active EE | $15,067 | $4,125+265.3% | $3,382+345.4% | $5,352+181.5% |
| Admin fee / account holder | $183 | $8,982-98.0% | $5,275-96.5% | $9,540-98.1% |