Filed March 29, 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 7-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 | $30,131 | $117,841-74.4% | $102,423-70.6% | $145,922-79.4% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 32.83% | 31.65%+1.2pp | 29.32%+3.5pp | 561.29%-528.5pp |
| Employer contribution / active EE | $3,083 | $3,615-14.7% | $3,023+2.0% | $4,660-33.8% |
| Participant deferral / active EE | $5,837 | $5,731+1.9% | $5,053+15.5% | $6,688-12.7% |
| Admin fee / account holder | $91 | $13,326-99.3% | $9,451-99.0% | $13,397-99.3% |