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 | $34,638 | $91,190-62.0% | $178,490-80.6% | $79,858-56.6% |
| Participation rate | 78.8% | 69.2%+9.6pp | 81.9%-3.1pp | 69.6%+9.2pp |
| Annual return | 17.62% | 24.19%-6.6pp | 151.07%-133.4pp | 31.71%-14.1pp |
| Employer contribution / active EE | $2,247 | $3,256-31.0% | $5,011-55.2% | $2,471-9.1% |
| Participant deferral / active EE | $4,649 | $3,236+43.7% | $5,202-10.6% | $3,740+24.3% |
| Admin fee / account holder | $0 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |