Filed March 24, 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 | $146,844 | $77,634+89.1% | $156,549-6.2% | $62,891+133.5% |
| Participation rate | 87.1% | 71.2%+15.9pp | 84.0%+3.1pp | 69.3%+17.8pp |
| Annual return | 6.94% | 50.32%-43.4pp | 32.23%-25.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $3,451 | $3,444+0.2% | $5,501-37.3% | $2,281+51.3% |
| Participant deferral / active EE | $6,463 | $3,045+112.2% | $4,871+32.7% | $3,203+101.8% |
| Admin fee / account holder | $245 | $5,561-95.6% | $13,027-98.1% | $4,296-94.3% |