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 | $100,816 | $192,717-47.7% | $142,449-29.2% | $139,434-27.7% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 22.80% | 17.99%+4.8pp | 19.99%+2.8pp | 372.94%-350.1pp |
| Employer contribution / active EE | $11,601 | $5,806+99.8% | $4,847+139.3% | $4,751+144.2% |
| Participant deferral / active EE | $17,972 | $7,208+149.3% | $6,283+186.0% | $6,710+167.8% |
| Admin fee / account holder | $3 | $15,124-100.0% | $10,011-100.0% | $11,403-100.0% |