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 | $26,875 | $72,177-62.8% | $115,037-76.6% | $59,632-54.9% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.45% | 12.02%-12.5pp | 26.14%-26.6pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $678 | $2,841-76.1% | $4,608-85.3% | $2,203-69.2% |
| Participant deferral / active EE | $2,143 | $4,783-55.2% | $6,026-64.4% | $3,192-32.9% |
| Admin fee / account holder | $80 | $4,927-98.4% | $8,175-99.0% | $4,297-98.1% |