Filed July 25, 2006 (most recent of 2 filings on file)
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 | $230,996 | $85,766+169.3% | $136,294+69.5% | $70,131+229.4% |
| Participation rate | 96.9% | 74.2%+22.7pp | 81.9%+15.0pp | 69.5%+27.3pp |
| Annual return | 15.24% | 31.45%-16.2pp | 5155.94%-5140.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $3,176 | $2,966+7.1% | $4,695-32.4% | $2,342+35.6% |
| Participant deferral / active EE | $11,863 | $5,051+134.8% | $6,247+89.9% | $3,332+256.1% |
| Admin fee / account holder | $56 | $5,420-99.0% | $9,243-99.4% | $4,645-98.8% |