Filed January 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 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.
Employer 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 | $1,735 | $48,364-96.4% | $71,796-97.6% | $62,891-97.2% |
| Participation rate | 80.6% | 60.6%+20.0pp | 69.1%+11.5pp | 69.3%+11.3pp |
| Annual return | 0.00% | 13.16%-13.2pp | 78.04%-78.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $165 | $1,042-84.2% | $1,924-91.4% | $2,281-92.8% |
| Participant deferral / active EE | $1,250 | $2,091-40.2% | $2,794-55.3% | $3,203-61.0% |
| Admin fee / account holder | $7 | $3,771-99.8% | $4,815-99.9% | $4,296-99.8% |