Filed March 10, 2006 (most recent of 2 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 | $63,730 | $98,240-35.1% | $82,313-22.6% | $147,584-56.8% |
| Participation rate | 76.2% | 79.7%-3.5pp | 76.9%-0.7pp | 82.8%-6.6pp |
| Annual return | 17.16% | 30.85%-13.7pp | 25.88%-8.7pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,242 | $3,192-61.1% | $2,428-48.8% | $4,876-74.5% |
| Participant deferral / active EE | $2,028 | $4,383-53.7% | $3,706-45.3% | $5,439-62.7% |
| Admin fee / account holder | $13 | $8,563-99.9% | $5,608-99.8% | $10,885-99.9% |