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 | $26,179 | $83,477-68.6% | $125,175-79.1% | $72,985-64.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 23.15% | 25.78%-2.6pp | 43.79%-20.6pp | 81.00%-57.8pp |
| Employer contribution / active EE | $5,533 | $2,345+135.9% | $3,865+43.1% | $2,440+126.8% |
| Participant deferral / active EE | $3,395 | $3,585-5.3% | $4,937-31.2% | $3,607-5.9% |
| Admin fee / account holder | $286 | $5,517-94.8% | $9,702-97.0% | $5,124-94.4% |