Filed June 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 | $190,188 | $105,998+79.4% | $92,233+106.2% | $147,584+28.9% |
| Participation rate | 76.5% | 80.4%-3.9pp | 76.5%0pp | 82.8%-6.4pp |
| Annual return | 16.37% | 50.05%-33.7pp | 176.28%-159.9pp | 578.55%-562.2pp |
| Employer contribution / active EE | $2,800 | $4,333-35.4% | $3,679-23.9% | $4,876-42.6% |
| Participant deferral / active EE | $5,543 | $4,478+23.8% | $3,897+42.3% | $5,439+1.9% |
| Admin fee / account holder | $4 | $6,332-99.9% | $5,194-99.9% | $10,885-100.0% |