Filed May 10, 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 | $180,526 | $58,828+206.9% | $77,999+131.4% | $62,891+187.0% |
| Participation rate | 96.8% | 71.1%+25.7pp | 75.5%+21.3pp | 69.3%+27.5pp |
| Annual return | 4.30% | 17.16%-12.9pp | 425.96%-421.7pp | 20.14%-15.8pp |
| Employer contribution / active EE | $1,899 | $1,672+13.6% | $2,470-23.1% | $2,281-16.7% |
| Participant deferral / active EE | $3,255 | $2,686+21.2% | $3,497-6.9% | $3,203+1.6% |
| Admin fee / account holder | $182 | $4,393-95.9% | $5,480-96.7% | $4,296-95.8% |