Filed March 15, 2006
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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,614 | $175,600-55.2% | $129,110-39.1% | $134,475-41.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -21.52% | -11.39%-10.1pp | -10.94%-10.6pp | 417.96%-439.5pp |
| Employer contribution / active EE | $13,031 | $6,355+105.1% | $5,052+157.9% | $4,740+174.9% |
| Participant deferral / active EE | $19,163 | $7,975+140.3% | $6,542+192.9% | $6,400+199.4% |
| Admin fee / account holder | $3 | $23,567-100.0% | $14,302-100.0% | $11,426-100.0% |