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 | $144,209 | $69,977+106.1% | $108,579+32.8% | $62,891+129.3% |
| Participation rate | 86.7% | 72.9%+13.8pp | 79.6%+7.1pp | 69.3%+17.4pp |
| Annual return | 6.48% | 10.73%-4.2pp | -51.70%+58.2pp | 20.14%-13.7pp |
| Employer contribution / active EE | $5,241 | $2,135+145.5% | $3,758+39.5% | $2,281+129.8% |
| Participant deferral / active EE | $7,307 | $3,165+130.9% | $4,311+69.5% | $3,203+128.1% |
| Admin fee / account holder | $170 | $5,076-96.7% | $7,645-97.8% | $4,296-96.0% |