Filed July 29, 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 | $51,889 | $49,177+5.5% | $79,464-34.7% | $64,186-19.2% |
| Participation rate | 96.5% | 65.0%+31.5pp | 73.3%+23.1pp | 69.6%+26.9pp |
| Annual return | -4.80% | -1.16%-3.6pp | 718.14%-722.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,225 | $2,076-41.0% | $2,800-56.2% | $2,381-48.5% |
| Participant deferral / active EE | $4,483 | $2,821+58.9% | $3,704+21.0% | $3,470+29.2% |
| Admin fee / account holder | $284 | $3,839-92.6% | $5,113-94.5% | $4,888-94.2% |