Filed September 14, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,380 | $160,055-56.0% | $140,016-49.7% | $135,375-48.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.84% | 911.38%-915.2pp | 651.12%-655.0pp | 519.73%-523.6pp |
| Employer contribution / active EE | $5,175 | $6,420-19.4% | $5,606-7.7% | $4,779+8.3% |
| Participant deferral / active EE | $2,111 | $7,642-72.4% | $6,927-69.5% | $5,609-62.4% |
| Admin fee / account holder | $58 | $13,328-99.6% | $10,705-99.5% | $10,827-99.5% |