Filed January 18, 2006
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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,168 | $95,862+103.6% | $79,550+145.3% | $134,475+45.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -22.10% | -2.69%-19.4pp | 0.16%-22.3pp | 417.96%-440.1pp |
| Employer contribution / active EE | $1,613 | $3,128-48.4% | $2,413-33.2% | $4,740-66.0% |
| Participant deferral / active EE | $4,901 | $4,693+4.4% | $3,985+23.0% | $6,400-23.4% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |