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 | $176,596 | $165,912+6.4% | $122,332+44.4% | $147,584+19.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 23.68% | 34.55%-10.9pp | 30.27%-6.6pp | 578.55%-554.9pp |
| Employer contribution / active EE | $4,280 | $5,754-25.6% | $4,050+5.7% | $4,876-12.2% |
| Participant deferral / active EE | $6,492 | $4,005+62.1% | $3,287+97.5% | $5,439+19.4% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |