Filed January 19, 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 | $136,959 | $100,041+36.9% | $149,718-8.5% | $70,131+95.3% |
| Participation rate | 92.9% | 83.6%+9.3pp | 87.1%+5.8pp | 69.5%+23.3pp |
| Annual return | 22.41% | 27.43%-5.0pp | 1501.63%-1479.2pp | 73.14%-50.7pp |
| Employer contribution / active EE | $2,836 | $3,662-22.5% | $5,445-47.9% | $2,342+21.1% |
| Participant deferral / active EE | $4,309 | $4,983-13.5% | $6,569-34.4% | $3,332+29.3% |
| Admin fee / account holder | $269 | $8,286-96.8% | $11,283-97.6% | $4,645-94.2% |