Filed February 21, 2006 (most recent of 3 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 | $110,672 | $140,578-21.3% | $100,671+9.9% | $125,391-11.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 1.09% | 24.67%-23.6pp | 20.43%-19.3pp | 282.22%-281.1pp |
| Employer contribution / active EE | $4,015 | $5,965-32.7% | $4,012+0.1% | $4,866-17.5% |
| Participant deferral / active EE | $5,199 | $3,981+30.6% | $3,144+65.4% | $5,352-2.8% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,540-100.0% |