Filed March 21, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,476 | $48,364-47.3% | $71,796-64.5% | $62,891-59.5% |
| Participation rate | 72.7% | 60.6%+12.1pp | 69.1%+3.6pp | 69.3%+3.4pp |
| Annual return | 10.95% | 13.16%-2.2pp | 78.04%-67.1pp | 20.14%-9.2pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,714 | $2,091+29.8% | $2,794-2.9% | $3,203-15.3% |
| Admin fee / account holder | $216 | $3,771-94.3% | $4,815-95.5% | $4,296-95.0% |