Filed August 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 | $66,682 | $73,515-9.3% | $62,995+5.9% | $147,584-54.8% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.8%+9.8pp | 82.8%+1.8pp |
| Annual return | 18.12% | 175.43%-157.3pp | 87.57%-69.4pp | 578.55%-560.4pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,698 | $4,185+131.7% | $3,329+191.3% | $5,439+78.3% |
| Admin fee / account holder | $282 | $5,953-95.3% | $3,600-92.2% | $10,885-97.4% |