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 | $246,519 | $91,552+169.3% | $133,956+84.0% | $79,858+208.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 19.11% | 61.85%-42.7pp | 45.09%-26.0pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,062 | $2,384-55.5% | $3,919-72.9% | $2,471-57.0% |
| Participant deferral / active EE | $5,066 | $3,733+35.7% | $5,048+0.4% | $3,740+35.5% |
| Admin fee / account holder | $13 | $6,321-99.8% | $8,927-99.9% | $5,306-99.8% |