Filed December 28, 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 | $145,795 | $96,956+50.4% | $70,014+108.2% | $273,961-46.8% |
| Participation rate | 75.0% | 77.1%-2.1pp | 71.8%+3.2pp | 83.0%-8.0pp |
| Annual return | 3.57% | 12.93%-9.4pp | 12.99%-9.4pp | 41.45%-37.9pp |
| Employer contribution / active EE | $4,012 | $3,316+21.0% | $2,338+71.6% | $4,869-17.6% |
| Participant deferral / active EE | $8,134 | $3,744+117.3% | $2,931+177.5% | $5,287+53.8% |
| Admin fee / account holder | $79 | $7,934-99.0% | $4,380-98.2% | $10,132-99.2% |