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 | $149,842 | $115,770+29.4% | $101,248+48.0% | $158,922-5.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.03% | 56.14%-41.1pp | 46.47%-31.4pp | 302.83%-287.8pp |
| Employer contribution / active EE | $5,946 | $4,175+42.4% | $3,660+62.5% | $4,761+24.9% |
| Participant deferral / active EE | $2,061 | $4,957-58.4% | $4,370-52.8% | $5,982-65.6% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |