Filed May 8, 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 | $66,632 | $94,529-29.5% | $140,016-52.4% | $64,186+3.8% |
| Participation rate | 91.9% | 84.1%+7.8pp | 87.5%+4.4pp | 69.6%+22.3pp |
| Annual return | -6.47% | 7.77%-14.2pp | 651.12%-657.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,314 | $3,812-65.5% | $5,606-76.6% | $2,381-44.8% |
| Participant deferral / active EE | $2,810 | $5,250-46.5% | $6,927-59.4% | $3,470-19.0% |
| Admin fee / account holder | $253 | $6,741-96.2% | $10,705-97.6% | $4,888-94.8% |