Filed January 13, 2006 (most recent of 2 filings on file)
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,673 | $51,769-25.3% | $57,343-32.6% | $52,331-26.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | 1.77% | 2.43%-0.7pp | 24.39%-22.6pp | 4.54%-2.8pp |
| Employer contribution / active EE | $1,765 | $2,335-24.4% | $2,689-34.3% | $1,882-6.2% |
| Participant deferral / active EE | $1,853 | $2,794-33.7% | $3,162-41.4% | $3,022-38.7% |
| Admin fee / account holder | $289 | $295-2.1% | $3,356-91.4% | $592-51.2% |