Filed January 17, 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 8-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,733 | $72,277+65.7% | $101,248+18.3% | $79,858+49.9% |
| Participation rate | 97.5% | 68.5%+29.1pp | 75.8%+21.7pp | 69.6%+27.9pp |
| Annual return | 56.55% | 22.30%+34.3pp | 46.47%+10.1pp | 31.71%+24.8pp |
| Employer contribution / active EE | $536 | $2,692-80.1% | $3,660-85.4% | $2,471-78.3% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $8 | $4,400-99.8% | $5,945-99.9% | $5,306-99.9% |