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 | $102,382+16.9% | $147,005-18.6% | $80,874+48.0% |
| Participation rate | 81.3% | 75.8%+5.4pp | 82.2%-0.9pp | 67.6%+13.6pp |
| Annual return | 14.48% | 134.89%-120.4pp | 418.76%-404.3pp | 35.62%-21.1pp |
| Employer contribution / active EE | $1,319 | $3,715-64.5% | $4,934-73.3% | $2,756-52.1% |
| Participant deferral / active EE | $6,850 | $6,646+3.1% | $8,070-15.1% | $4,297+59.4% |
| Admin fee / account holder | $290 | $7,942-96.4% | $13,006-97.8% | $6,935-95.8% |