Filed January 6, 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 | $177,433 | $102,966+72.3% | $90,281+96.5% | $152,861+16.1% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 20.37% | 95.16%-74.8pp | 78.10%-57.7pp | 345.32%-324.9pp |
| Employer contribution / active EE | $3,261 | $3,139+3.9% | $2,854+14.2% | $4,762-31.5% |
| Participant deferral / active EE | $8,592 | $4,281+100.7% | $3,885+121.1% | $5,850+46.9% |
| Admin fee / account holder | $106 | $6,171-98.3% | $5,351-98.0% | $11,596-99.1% |