Filed March 15, 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 | $177,550 | $147,167+20.6% | $111,392+59.4% | $135,375+31.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -6.98% | -4.44%-2.5pp | -2.06%-4.9pp | 519.73%-526.7pp |
| Employer contribution / active EE | $7,650 | $5,204+47.0% | $4,328+76.8% | $4,779+60.1% |
| Participant deferral / active EE | $14,930 | $6,565+127.4% | $5,567+168.2% | $5,609+166.2% |
| Admin fee / account holder | $8 | $20,270-100.0% | $12,266-99.9% | $10,827-99.9% |