Filed September 6, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,540 | $197,591-71.4% | $177,821-68.2% | $158,922-64.4% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.7%-5.9pp | 82.0%-0.1pp |
| Annual return | 11.81% | 58.76%-46.9pp | 48.32%-36.5pp | 302.83%-291.0pp |
| Employer contribution / active EE | $614 | $6,697-90.8% | $5,918-89.6% | $4,761-87.1% |
| Participant deferral / active EE | $2,525 | $8,405-70.0% | $7,714-67.3% | $5,982-57.8% |
| Admin fee / account holder | $114 | $15,399-99.3% | $12,427-99.1% | $11,246-99.0% |