Filed January 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,081 | $183,963-40.2% | $162,163-32.1% | $152,861-28.0% |
| Participation rate | 94.4% | 88.5%+5.9pp | 87.6%+6.9pp | 82.4%+12.0pp |
| Annual return | 21.78% | 150.76%-129.0pp | 115.59%-93.8pp | 345.32%-323.5pp |
| Employer contribution / active EE | $2,833 | $6,371-55.5% | $5,614-49.5% | $4,762-40.5% |
| Participant deferral / active EE | $3,194 | $8,034-60.2% | $7,298-56.2% | $5,850-45.4% |
| Admin fee / account holder | $199 | $13,121-98.5% | $10,843-98.2% | $11,596-98.3% |