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 | $216,302 | $106,515+103.1% | $96,683+123.7% | $139,434+55.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.25% | 38.43%-18.2pp | 35.69%-15.4pp | 372.94%-352.7pp |
| Employer contribution / active EE | $12,991 | $4,103+216.6% | $3,737+247.7% | $4,751+173.4% |
| Participant deferral / active EE | $2,111 | $5,454-61.3% | $4,878-56.7% | $6,710-68.5% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |