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 | $73,834 | $77,419-4.6% | $69,455+6.3% | $152,861-51.7% |
| Participation rate | 87.0% | 78.1%+8.9pp | 74.6%+12.3pp | 82.4%+4.5pp |
| Annual return | 21.91% | 39.06%-17.1pp | 28.97%-7.1pp | 345.32%-323.4pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $12,028 | $4,414+172.5% | $3,535+240.2% | $5,850+105.6% |
| Admin fee / account holder | $294 | $6,207-95.3% | $3,839-92.3% | $11,596-97.5% |