Filed April 26, 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 | $186,802 | $74,888+149.4% | $71,209+162.3% | $142,382+31.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.69% | 345.14%-333.4pp | 282.51%-270.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $3,556 | $2,854+24.6% | $2,721+30.7% | $4,299-17.3% |
| Participant deferral / active EE | $7,177 | $4,454+61.1% | $4,175+71.9% | $6,507+10.3% |
| Admin fee / account holder | $7 | $5,568-99.9% | $5,349-99.9% | $12,624-99.9% |