Filed June 22, 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 | $27,018 | $60,124-55.1% | $90,404-70.1% | $79,858-66.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 18.43% | 71.94%-53.5pp | 1293.02%-1274.6pp | 31.71%-13.3pp |
| Employer contribution / active EE | $1,961 | $2,068-5.1% | $3,262-39.9% | $2,471-20.6% |
| Participant deferral / active EE | $2,077 | $2,938-29.3% | $3,963-47.6% | $3,740-44.5% |
| Admin fee / account holder | $234 | $3,976-94.1% | $5,611-95.8% | $5,306-95.6% |