Filed June 6, 2006 (most recent of 2 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 4-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.
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 | $8,913 | $99,640-91.1% | $86,436-89.7% | $134,475-93.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 6782.58%-6782.6pp | 4394.89%-4394.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $3,009 | $4,400-31.6% | $3,769-20.2% | $4,740-36.5% |
| Participant deferral / active EE | $8,797 | $7,246+21.4% | $6,952+26.5% | $6,400+37.5% |
| Admin fee / account holder | $37 | $8,371-99.6% | $6,731-99.4% | $11,426-99.7% |