Filed March 17, 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 | $45,865 | $53,777-14.7% | $134,143-65.8% | $79,858-42.6% |
| Participation rate | 75.0% | 58.8%+16.2pp | 72.2%+2.8pp | 69.6%+5.4pp |
| Annual return | 22.57% | 19.01%+3.6pp | 36.33%-13.8pp | 31.71%-9.1pp |
| Employer contribution / active EE | $2,090 | $1,321+58.1% | $3,704-43.6% | $2,471-15.4% |
| Participant deferral / active EE | $3,724 | $2,420+53.9% | $3,499+6.4% | $3,740-0.4% |
| Admin fee / account holder | $140 | $3,984-96.5% | $6,684-97.9% | $5,306-97.4% |