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 | $134,076 | $153,311-12.5% | $109,313+22.7% | $273,961-51.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 11.55% | 29.86%-18.3pp | 22.07%-10.5pp | 41.45%-29.9pp |
| Employer contribution / active EE | $4,206 | $5,619-25.1% | $3,892+8.1% | $4,869-13.6% |
| Participant deferral / active EE | $6,410 | $3,932+63.0% | $3,166+102.4% | $5,287+21.2% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |