Filed July 20, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $126,688 | $88,710+42.8% | $81,783+54.9% | $145,959-13.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.79% | 1027.26%-1013.5pp | 775.05%-761.3pp | 561.95%-548.2pp |
| Employer contribution / active EE | $2,174 | $3,083-29.5% | $2,913-25.4% | $4,661-53.4% |
| Participant deferral / active EE | $4,470 | $4,645-3.8% | $4,320+3.5% | $6,689-33.2% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |