Filed July 27, 2005 (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 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.
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 | $8,806 | $98,240-91.0% | $82,313-89.3% | $147,584-94.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 38.52% | 30.85%+7.7pp | 25.88%+12.6pp | 578.55%-540.0pp |
| Employer contribution / active EE | $1,841 | $3,192-42.3% | $2,428-24.2% | $4,876-62.2% |
| Participant deferral / active EE | $3,682 | $4,383-16.0% | $3,706-0.6% | $5,439-32.3% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |