Filed January 23, 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 | $211,537 | $127,386+66.1% | $115,037+83.9% | $125,391+68.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.87% | 31.28%-29.4pp | 26.14%-24.3pp | 282.22%-280.4pp |
| Employer contribution / active EE | $18,845 | $5,166+264.8% | $4,608+309.0% | $4,866+287.3% |
| Participant deferral / active EE | $9,166 | $6,423+42.7% | $6,026+52.1% | $5,352+71.3% |
| Admin fee / account holder | $234 | $9,516-97.5% | $8,175-97.1% | $9,540-97.6% |