Filed May 18, 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 | $42,016 | $115,770-63.7% | $101,248-58.5% | $158,922-73.6% |
| Participation rate | 94.1% | 79.4%+14.8pp | 75.8%+18.3pp | 82.0%+12.2pp |
| Annual return | 18.93% | 56.14%-37.2pp | 46.47%-27.5pp | 302.83%-283.9pp |
| Employer contribution / active EE | $3,749 | $4,175-10.2% | $3,660+2.4% | $4,761-21.3% |
| Participant deferral / active EE | $0 | $4,957-100.0% | $4,370-100.0% | $5,982-100.0% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |