Filed April 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 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 | $102,247 | $135,635-24.6% | $110,238-7.2% | $135,375-24.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.87% | 513.19%-521.1pp | 314.74%-322.6pp | 519.73%-527.6pp |
| Employer contribution / active EE | $4,458 | $4,906-9.1% | $3,826+16.5% | $4,779-6.7% |
| Participant deferral / active EE | $9,914 | $5,506+80.0% | $4,672+112.2% | $5,609+76.8% |
| Admin fee / account holder | $228 | $11,457-98.0% | $8,547-97.3% | $10,827-97.9% |