Filed January 18, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,949 | $94,529-44.0% | $140,016-62.2% | $64,186-17.5% |
| Participation rate | 70.7% | 84.1%-13.4pp | 87.5%-16.8pp | 69.6%+1.2pp |
| Annual return | -3.99% | 7.77%-11.8pp | 651.12%-655.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $324 | $3,812-91.5% | $5,606-94.2% | $2,381-86.4% |
| Participant deferral / active EE | $2,682 | $5,250-48.9% | $6,927-61.3% | $3,470-22.7% |
| Admin fee / account holder | $137 | $6,741-98.0% | $10,705-98.7% | $4,888-97.2% |