Filed July 18, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,119 | $197,591-78.7% | $177,821-76.3% | $158,922-73.5% |
| Participation rate | 73.3% | 88.5%-15.2pp | 87.7%-14.4pp | 82.0%-8.6pp |
| Annual return | 11.49% | 58.76%-47.3pp | 48.32%-36.8pp | 302.83%-291.3pp |
| Employer contribution / active EE | $1,326 | $6,697-80.2% | $5,918-77.6% | $4,761-72.2% |
| Participant deferral / active EE | $2,141 | $8,405-74.5% | $7,714-72.2% | $5,982-64.2% |
| Admin fee / account holder | $194 | $15,399-98.7% | $12,427-98.4% | $11,246-98.3% |