Filed January 23, 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 | $80,654 | $209,411-61.5% | $178,490-54.8% | $158,922-49.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.22% | 188.75%-182.5pp | 151.07%-144.9pp | 302.83%-296.6pp |
| Employer contribution / active EE | $5,696 | $5,706-0.2% | $5,011+13.7% | $4,761+19.6% |
| Participant deferral / active EE | $5,349 | $5,954-10.2% | $5,202+2.8% | $5,982-10.6% |
| Admin fee / account holder | $279 | $17,074-98.4% | $13,984-98.0% | $11,246-97.5% |