Filed November 9, 2005
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 | $52,209 | $92,222-43.4% | $76,768-32.0% | $135,375-61.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.42% | 5.46%-11.9pp | 2.43%-8.9pp | 519.73%-526.2pp |
| Employer contribution / active EE | $550 | $3,216-82.9% | $2,485-77.9% | $4,779-88.5% |
| Participant deferral / active EE | $3,114 | $4,509-30.9% | $3,852-19.1% | $5,609-44.5% |
| Admin fee / account holder | $275 | $10,748-97.4% | $6,675-95.9% | $10,827-97.5% |