Filed August 25, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,982 | $57,281+1.2% | $86,612-33.1% | $75,163-22.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 31.85% | 2670.75%-2638.9pp | 591.07%-559.2pp | 160.62%-128.8pp |
| Employer contribution / active EE | $3,372 | $2,314+45.7% | $3,022+11.6% | $2,670+26.3% |
| Participant deferral / active EE | $7,417 | $3,318+123.6% | $4,438+67.1% | $4,125+79.8% |
| Admin fee / account holder | $40 | $4,112-99.0% | $5,614-99.3% | $5,651-99.3% |