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 | $54,995 | $69,518-20.9% | $59,878-8.2% | $135,375-59.4% |
| Participation rate | 90.5% | 77.8%+12.6pp | 74.7%+15.8pp | 82.6%+7.8pp |
| Annual return | 13.79% | 7.94%+5.8pp | 3.46%+10.3pp | 519.73%-505.9pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $10,012 | $4,206+138.1% | $3,402+194.3% | $5,609+78.5% |
| Admin fee / account holder | $237 | $5,734-95.9% | $3,590-93.4% | $10,827-97.8% |