Filed January 29, 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 | $119,703 | $102,317+17.0% | $146,958-18.5% | $80,856+48.0% |
| Participation rate | 81.3% | 75.8%+5.4pp | 82.2%-0.9pp | 67.6%+13.6pp |
| Annual return | 14.48% | 134.76%-120.3pp | 418.34%-403.9pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,319 | $3,713-64.5% | $4,933-73.3% | $2,755-52.1% |
| Participant deferral / active EE | $6,850 | $6,644+3.1% | $8,070-15.1% | $4,296+59.5% |
| Admin fee / account holder | $290 | $7,941-96.4% | $12,998-97.8% | $6,918-95.8% |