Filed May 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 9-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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $546,767-100.0% | $53,719-100.0% | $546,767-100.0% |
| Participation rate | 0.0% | 84.6%-84.6pp | 78.9%-78.9pp | 84.6%-84.6pp |
| Annual return | 2.86% | 10.48%-7.6pp | 1.43%+1.4pp | 10.48%-7.6pp |
| Employer contribution / active EE | $0 | $25,108-100.0% | $909-100.0% | $25,108-100.0% |
| Participant deferral / active EE | $0 | $3,683-100.0% | $428-100.0% | $3,683-100.0% |
| Admin fee / account holder | $0 | $48,677-100.0% | $357-100.0% | $48,677-100.0% |