Filed July 25, 2006 (most recent of 4 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 | $65,408 | $175,202-62.7% | $149,673-56.3% | $139,434-53.1% |
| Participation rate | 95.8% | 83.4%+12.5pp | 78.8%+17.1pp | 80.3%+15.5pp |
| Annual return | 72.13% | 166.71%-94.6pp | 134.42%-62.3pp | 372.94%-300.8pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $14,642 | $6,519+124.6% | $5,680+157.8% | $6,710+118.2% |
| Admin fee / account holder | $236 | $16,150-98.5% | $13,210-98.2% | $11,403-97.9% |