Filed March 29, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,562 | $100,852-98.5% | $90,404-98.3% | $158,922-99.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 0.00% | 1724.20%-1724.2pp | 1293.02%-1293.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,193 | $3,689-67.6% | $3,262-63.4% | $4,761-74.9% |
| Participant deferral / active EE | $238 | $4,348-94.5% | $3,963-94.0% | $5,982-96.0% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |