Filed August 1, 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 7-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.
See 1 actuary disclosure. $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 | $0 | $142,816-100.0% | $128,366-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 22.2%-22.2pp | 19.3%-19.3pp | 45.9%-45.9pp |
| Annual return | 1.27% | 8.48%-7.2pp | 9.39%-8.1pp | 10.21%-8.9pp |
| Employer contribution / active EE | $6,250 | $40,983-84.7% | $33,466-81.3% | $42,272-85.2% |
| Participant deferral / active EE | $0 | $682-100.0% | $657-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $2,425-100.0% | $2,132-100.0% | $13,518-100.0% |