Filed August 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 | $150,218 | $150,440-0.1% | $136,294+10.2% | $147,584+1.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.54% | 1049.08%-1038.5pp | 5155.94%-5145.4pp | 578.55%-568.0pp |
| Employer contribution / active EE | $8,890 | $5,256+69.1% | $4,695+89.3% | $4,876+82.3% |
| Participant deferral / active EE | $2,214 | $6,630-66.6% | $6,247-64.6% | $5,439-59.3% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |