Filed March 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 | $244,941 | $90,503+170.6% | $78,689+211.3% | $273,961-10.6% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 5.89% | 75.60%-69.7pp | 62.18%-56.3pp | 41.45%-35.6pp |
| Employer contribution / active EE | $7,814 | $3,176+146.1% | $2,851+174.1% | $4,869+60.5% |
| Participant deferral / active EE | $8,494 | $3,901+117.7% | $3,517+141.5% | $5,287+60.6% |
| Admin fee / account holder | $96 | $5,263-98.2% | $4,510-97.9% | $10,132-99.1% |