Filed April 11, 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 | $107,565 | $70,475+52.6% | $100,516+7.0% | $79,858+34.7% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 17.48% | 21.90%-4.4pp | 30.89%-13.4pp | 31.71%-14.2pp |
| Employer contribution / active EE | $4,838 | $2,165+123.5% | $3,418+41.6% | $2,471+95.8% |
| Participant deferral / active EE | $3,962 | $5,181-23.5% | $6,270-36.8% | $3,740+5.9% |
| Admin fee / account holder | $132 | $4,478-97.1% | $8,081-98.4% | $5,306-97.5% |