Filed October 14, 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 | $145,258 | $197,591-26.5% | $177,821-18.3% | $158,922-8.6% |
| Participation rate | 89.5% | 88.5%+0.9pp | 87.7%+1.8pp | 82.0%+7.5pp |
| Annual return | 22.84% | 58.76%-35.9pp | 48.32%-25.5pp | 302.83%-280.0pp |
| Employer contribution / active EE | $2,884 | $6,697-56.9% | $5,918-51.3% | $4,761-39.4% |
| Participant deferral / active EE | $4,826 | $8,405-42.6% | $7,714-37.4% | $5,982-19.3% |
| Admin fee / account holder | $134 | $15,399-99.1% | $12,427-98.9% | $11,246-98.8% |