Filed June 30, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,772 | $167,484-83.4% | $151,611-81.7% | $134,475-79.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -5.81% | 7.80%-13.6pp | 3.33%-9.1pp | 417.96%-423.8pp |
| Employer contribution / active EE | $113 | $6,829-98.3% | $6,166-98.2% | $4,740-97.6% |
| Participant deferral / active EE | $129 | $8,986-98.6% | $8,363-98.5% | $6,400-98.0% |
| Admin fee / account holder | $30 | $13,783-99.8% | $11,616-99.7% | $11,426-99.7% |