Filed April 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 | $76,904 | $99,020-22.3% | $86,590-11.2% | $147,584-47.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.84% | 1312.34%-1295.5pp | 964.84%-948.0pp | 578.55%-561.7pp |
| Employer contribution / active EE | $3,348 | $3,132+6.9% | $2,839+17.9% | $4,876-31.3% |
| Participant deferral / active EE | $5,148 | $3,972+29.6% | $3,609+42.7% | $5,439-5.3% |
| Admin fee / account holder | $43 | $5,710-99.2% | $4,906-99.1% | $10,885-99.6% |