Filed July 12, 2006 (most recent of 4 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,404 | $197,591-52.7% | $177,821-47.5% | $158,922-41.2% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.7%+7.3pp | 82.0%+13.0pp |
| Annual return | 14.83% | 58.76%-43.9pp | 48.32%-33.5pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,609 | $6,697-76.0% | $5,918-72.8% | $4,761-66.2% |
| Participant deferral / active EE | $2,495 | $8,405-70.3% | $7,714-67.7% | $5,982-58.3% |
| Admin fee / account holder | $84 | $15,399-99.5% | $12,427-99.3% | $11,246-99.3% |