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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,105 | $201,272-33.4% | $184,203-27.2% | $145,922-8.1% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 9.35% | 29.00%-19.7pp | 28.81%-19.5pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,608 | $7,022-62.9% | $6,427-59.4% | $4,660-44.0% |
| Participant deferral / active EE | $3,844 | $9,806-60.8% | $9,131-57.9% | $6,688-42.5% |
| Admin fee / account holder | $250 | $16,364-98.5% | $13,901-98.2% | $13,397-98.1% |