Filed January 18, 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 7-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 | $23,056 | $165,335-86.1% | $149,696-84.6% | $158,922-85.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 189.55% | 348.15%-158.6pp | 276.60%-87.1pp | 302.83%-113.3pp |
| Employer contribution / active EE | $2,517 | $5,103-50.7% | $4,644-45.8% | $4,761-47.1% |
| Participant deferral / active EE | $5,560 | $7,181-22.6% | $6,842-18.7% | $5,982-7.1% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |