Filed January 25, 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 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.
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 | $5,527 | $65,703-91.6% | $94,224-94.1% | $59,632-90.7% |
| Participation rate | 95.7% | 72.1%+23.6pp | 78.8%+17.0pp | 68.7%+27.1pp |
| Annual return | 0.00% | 5.22%-5.2pp | 10.68%-10.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $3,031 | $2,021+50.0% | $3,587-15.5% | $2,203+37.6% |
| Participant deferral / active EE | $2,581 | $3,143-17.9% | $4,320-40.3% | $3,192-19.1% |
| Admin fee / account holder | $225 | $4,264-94.7% | $6,269-96.4% | $4,297-94.8% |