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 | $188,353 | $124,281+51.6% | $109,143+72.6% | $167,490+12.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.40% | 26.04%-8.6pp | 25.75%-8.4pp | 478.56%-461.2pp |
| Employer contribution / active EE | $12,907 | $4,207+206.8% | $3,722+246.8% | $4,837+166.8% |
| Participant deferral / active EE | $2,022 | $5,255-61.5% | $4,653-56.5% | $6,341-68.1% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |