Filed July 16, 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 | $75,895 | $110,094-31.1% | $151,611-49.9% | $68,494+10.8% |
| Participation rate | 85.2% | 84.0%+1.2pp | 87.5%-2.3pp | 67.9%+17.3pp |
| Annual return | 15.07% | -10.12%+25.2pp | 3.33%+11.7pp | -7.84%+22.9pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,793 | $6,527-11.2% | $8,363-30.7% | $4,027+43.9% |
| Admin fee / account holder | $29 | $7,719-99.6% | $11,616-99.8% | $5,403-99.5% |