Filed July 28, 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 | $47,758 | $90,503-47.2% | $78,689-39.3% | $273,961-82.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.22% | 75.60%-75.4pp | 62.18%-62.0pp | 41.45%-41.2pp |
| Employer contribution / active EE | $5,811 | $3,176+83.0% | $2,851+103.9% | $4,869+19.4% |
| Participant deferral / active EE | $2,914 | $3,901-25.3% | $3,517-17.1% | $5,287-44.9% |
| Admin fee / account holder | $204 | $5,263-96.1% | $4,510-95.5% | $10,132-98.0% |