Filed June 14, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $506,877 | $167,484+202.6% | $151,611+234.3% | $134,475+276.9% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -8.66% | 7.80%-16.5pp | 3.33%-12.0pp | 417.96%-426.6pp |
| Employer contribution / active EE | $5,486 | $6,829-19.7% | $6,166-11.0% | $4,740+15.7% |
| Participant deferral / active EE | $7,151 | $8,986-20.4% | $8,363-14.5% | $6,400+11.7% |
| Admin fee / account holder | $167 | $13,783-98.8% | $11,616-98.6% | $11,426-98.5% |