Filed July 21, 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 | $54,166 | $167,484-67.7% | $151,611-64.3% | $134,475-59.7% |
| Participation rate | 93.3% | 88.4%+5.0pp | 87.5%+5.8pp | 81.2%+12.1pp |
| Annual return | -4.70% | 7.80%-12.5pp | 3.33%-8.0pp | 417.96%-422.7pp |
| Employer contribution / active EE | $7,773 | $6,829+13.8% | $6,166+26.1% | $4,740+64.0% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |