Filed June 14, 2006 (most recent of 3 filings on file)
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 | $25,147 | $56,199-55.3% | $67,652-62.8% | $59,632-57.8% |
| Participation rate | 86.2% | 71.5%+14.7pp | 75.7%+10.5pp | 68.7%+17.5pp |
| Annual return | -0.16% | 18505.31%-18505.5pp | 6625.04%-6625.2pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $278 | $1,614-82.8% | $2,266-87.7% | $2,203-87.4% |
| Participant deferral / active EE | $1,998 | $2,844-29.7% | $3,560-43.9% | $3,192-37.4% |
| Admin fee / account holder | $238 | $3,958-94.0% | $4,821-95.1% | $4,297-94.5% |