Filed January 30, 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 | $57,016 | $129,942-56.1% | $104,294-45.3% | $134,475-57.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -13.68% | 42.03%-55.7pp | 24.61%-38.3pp | 417.96%-431.6pp |
| Employer contribution / active EE | $1,828 | $4,184-56.3% | $3,372-45.8% | $4,740-61.4% |
| Participant deferral / active EE | $5,388 | $5,588-3.6% | $4,625+16.5% | $6,400-15.8% |
| Admin fee / account holder | $282 | $9,323-97.0% | $7,339-96.2% | $11,426-97.5% |