Filed January 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 | $25,540 | $102,966-75.2% | $90,281-71.7% | $152,861-83.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 14.36% | 95.16%-80.8pp | 78.10%-63.7pp | 345.32%-331.0pp |
| Employer contribution / active EE | $4,938 | $3,139+57.3% | $2,854+73.0% | $4,762+3.7% |
| Participant deferral / active EE | $1,749 | $4,281-59.2% | $3,885-55.0% | $5,850-70.1% |
| Admin fee / account holder | $217 | $6,171-96.5% | $5,351-95.9% | $11,596-98.1% |