Filed January 9, 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.
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,044-100.0% | $38,981-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 8.4%-8.4pp |
| Annual return | 6.62% | 9.08%-2.5pp | 11.38%-4.8pp | 18.34%-11.7pp |
| Employer contribution / active EE | $6,886 | $8,992-23.4% | $18,467-62.7% | $14,665-53.0% |
| Participant deferral / active EE | $0 | $4-100.0% | $71-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $786-100.0% | $9,141-100.0% |