Filed September 5, 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 | $89,781 | $65,395+37.3% | $182,532-50.8% | $72,985+23.0% |
| Participation rate | 88.5% | 65.4%+23.0pp | 78.0%+10.5pp | 69.5%+19.0pp |
| Annual return | 11.47% | 27.68%-16.2pp | 148.54%-137.1pp | 81.00%-69.5pp |
| Employer contribution / active EE | $4,986 | $1,911+160.9% | $4,076+22.3% | $2,440+104.3% |
| Participant deferral / active EE | $5,560 | $3,563+56.0% | $5,524+0.6% | $3,607+54.1% |
| Admin fee / account holder | $140 | $4,245-96.7% | $8,592-98.4% | $5,124-97.3% |