Filed July 20, 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,493 | $140,588-64.1% | $123,104-59.0% | $125,391-59.7% |
| Participation rate | 84.6% | 88.2%-3.6pp | 86.8%-2.2pp | 83.2%+1.4pp |
| Annual return | -5.53% | 16.80%-22.3pp | 13.22%-18.8pp | 282.22%-287.8pp |
| Employer contribution / active EE | $1,775 | $6,041-70.6% | $5,151-65.5% | $4,866-63.5% |
| Participant deferral / active EE | $1,775 | $6,980-74.6% | $6,230-71.5% | $5,352-66.8% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |