Filed January 16, 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 | $47,609 | $90,503-47.4% | $78,689-39.5% | $273,961-82.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.62% | 75.60%-69.0pp | 62.18%-55.6pp | 41.45%-34.8pp |
| Employer contribution / active EE | $8,326 | $3,176+162.2% | $2,851+192.1% | $4,869+71.0% |
| Participant deferral / active EE | $8,326 | $3,901+113.4% | $3,517+136.7% | $5,287+57.5% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |