Filed July 27, 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 | $21,369 | $49,227-56.6% | $70,449-69.7% | $79,858-73.2% |
| Participation rate | 88.2% | 69.2%+19.1pp | 75.1%+13.2pp | 69.6%+18.6pp |
| Annual return | 15.87% | 30.06%-14.2pp | 109.03%-93.2pp | 31.71%-15.8pp |
| Employer contribution / active EE | $2,092 | $2,099-0.3% | $2,737-23.5% | $2,471-15.3% |
| Participant deferral / active EE | $2,468 | $2,768-10.8% | $3,709-33.5% | $3,740-34.0% |
| Admin fee / account holder | $43 | $2,878-98.5% | $3,845-98.9% | $5,306-99.2% |