Filed August 4, 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 | $124,459 | $107,334+16.0% | $92,893+34.0% | $152,861-18.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.52% | 145.58%-123.1pp | 109.41%-86.9pp | 345.32%-322.8pp |
| Employer contribution / active EE | $4,879 | $4,221+15.6% | $3,653+33.6% | $4,762+2.4% |
| Participant deferral / active EE | $2,022 | $4,845-58.3% | $4,236-52.3% | $5,850-65.4% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |