Filed July 6, 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 | $40,314 | $153,772-73.8% | $133,980-69.9% | $273,961-85.3% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.1%+3.8pp | 83.0%+7.9pp |
| Annual return | 4.42% | 36.51%-32.1pp | 29.30%-24.9pp | 41.45%-37.0pp |
| Employer contribution / active EE | $2,168 | $6,029-64.0% | $5,211-58.4% | $4,869-55.5% |
| Participant deferral / active EE | $2,436 | $6,958-65.0% | $6,282-61.2% | $5,287-53.9% |
| Admin fee / account holder | $115 | $11,765-99.0% | $9,324-98.8% | $10,132-98.9% |