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 | $52,082 | $148,534-64.9% | $135,903-61.7% | $139,434-62.6% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 20.44% | 79.19%-58.8pp | 68.23%-47.8pp | 372.94%-352.5pp |
| Employer contribution / active EE | $2,840 | $5,243-45.8% | $4,856-41.5% | $4,751-40.2% |
| Participant deferral / active EE | $6,838 | $8,100-15.6% | $7,758-11.9% | $6,710+1.9% |
| Admin fee / account holder | $7 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |