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 | $72,673 | $90,600-19.8% | $79,464-8.5% | $135,375-46.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.69% | 977.43%-983.1pp | 718.14%-723.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,983 | $3,068-2.8% | $2,800+6.5% | $4,779-37.6% |
| Participant deferral / active EE | $4,492 | $4,050+10.9% | $3,704+21.3% | $5,609-19.9% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |