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 | $109,600 | $148,978-26.4% | $200,582-45.4% | $84,808+29.2% |
| Participation rate | 75.8% | 84.2%-8.5pp | 86.9%-11.1pp | 68.3%+7.4pp |
| Annual return | 13.25% | 28.16%-14.9pp | 42.33%-29.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,949 | $7,142-2.7% | $9,331-25.5% | $4,212+65.0% |
| Admin fee / account holder | $77 | $13,977-99.4% | $16,305-99.5% | $7,344-98.9% |