Filed October 12, 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 | $115,637 | $49,227+134.9% | $70,449+64.1% | $79,858+44.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 18.86% | 30.06%-11.2pp | 109.03%-90.2pp | 31.71%-12.9pp |
| Employer contribution / active EE | $3,372 | $2,099+60.6% | $2,737+23.2% | $2,471+36.5% |
| Participant deferral / active EE | $4,900 | $2,768+77.0% | $3,709+32.1% | $3,740+31.0% |
| Admin fee / account holder | -$564 | $2,878-119.6% | $3,845-114.7% | $5,306-110.6% |