Filed September 12, 2006 (most recent of 3 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 9-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 | $24,625 | $85,202-71.1% | $172,739-85.7% | $72,985-66.3% |
| Participation rate | 80.0% | 70.1%+9.9pp | 82.6%-2.6pp | 69.5%+10.5pp |
| Annual return | 31.90% | 27.32%+4.6pp | 802.84%-770.9pp | 81.00%-49.1pp |
| Employer contribution / active EE | $2,752 | $3,324-17.2% | $5,143-46.5% | $2,440+12.8% |
| Participant deferral / active EE | $4,941 | $3,260+51.5% | $5,198-4.9% | $3,607+37.0% |
| Admin fee / account holder | $22 | $5,884-99.6% | $13,954-99.8% | $5,124-99.6% |