Filed September 16, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,522 | $183,963-70.4% | $162,163-66.4% | $152,861-64.3% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.6%-17.6pp | 82.4%-12.4pp |
| Annual return | 9.44% | 150.76%-141.3pp | 115.59%-106.2pp | 345.32%-335.9pp |
| Employer contribution / active EE | $1,893 | $6,371-70.3% | $5,614-66.3% | $4,762-60.2% |
| Participant deferral / active EE | $1,987 | $8,034-75.3% | $7,298-72.8% | $5,850-66.0% |
| Admin fee / account holder | $106 | $13,121-99.2% | $10,843-99.0% | $11,596-99.1% |