Filed June 22, 2006 (most recent of 4 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 7-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 | $0 | $49,177-100.0% | $79,464-100.0% | $64,186-100.0% |
| Participation rate | 0.0% | 65.0%-65.0pp | 73.3%-73.3pp | 69.6%-69.6pp |
| Annual return | -2.95% | -1.16%-1.8pp | 718.14%-721.1pp | 7.63%-10.6pp |
| Employer contribution / active EE | $4,067 | $2,076+95.9% | $2,800+45.2% | $2,381+70.8% |
| Participant deferral / active EE | $7,803 | $2,821+176.6% | $3,704+110.7% | $3,470+124.9% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,113-100.0% | $4,888-100.0% |