Filed August 9, 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 | $154,876 | $72,177+114.6% | $115,037+34.6% | $59,632+159.7% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.07% | 12.02%-11.9pp | 26.14%-26.1pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $6,987 | $2,841+145.9% | $4,608+51.6% | $2,203+217.2% |
| Participant deferral / active EE | $6,064 | $4,783+26.8% | $6,026+0.6% | $3,192+90.0% |
| Admin fee / account holder | $152 | $4,927-96.9% | $8,175-98.1% | $4,297-96.5% |