Filed January 14, 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 10-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 | $28,243 | $181,894-84.5% | $156,549-82.0% | $273,961-89.7% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 10.67% | 30.74%-20.1pp | 32.23%-21.6pp | 41.45%-30.8pp |
| Employer contribution / active EE | $1,457 | $6,248-76.7% | $5,501-73.5% | $4,869-70.1% |
| Participant deferral / active EE | $2,271 | $5,550-59.1% | $4,871-53.4% | $5,287-57.0% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |