Filed July 25, 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 9-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 | $165,338 | $57,354+188.3% | $83,848+97.2% | $64,186+157.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 11.14% | 11.38%-0.2pp | 850.88%-839.7pp | 7.63%+3.5pp |
| Employer contribution / active EE | $2,958 | $2,545+16.2% | $3,631-18.5% | $2,381+24.2% |
| Participant deferral / active EE | $7,986 | $2,993+166.8% | $4,082+95.6% | $3,470+130.2% |
| Admin fee / account holder | $95 | $4,046-97.7% | $5,478-98.3% | $4,888-98.1% |