Filed January 23, 2006
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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,114 | $93,071-35.4% | $74,583-19.4% | $273,961-78.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | -5.14% | 26.18%-31.3pp | 20.47%-25.6pp | 41.45%-46.6pp |
| Employer contribution / active EE | $2,011 | $3,160-36.4% | $2,525-20.4% | $4,869-58.7% |
| Participant deferral / active EE | $2,701 | $4,160-35.1% | $3,458-21.9% | $5,287-48.9% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |