Filed September 12, 2006 (most recent of 3 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 9-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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,317 | $76,000-83.8% | $154,107-92.0% | $64,186-80.8% |
| Participation rate | 86.5% | 70.4%+16.1pp | 83.0%+3.4pp | 69.6%+16.9pp |
| Annual return | -11.75% | 30.32%-42.1pp | 735.12%-746.9pp | 7.63%-19.4pp |
| Employer contribution / active EE | $2,382 | $3,351-28.9% | $5,298-55.0% | $2,381+0.1% |
| Participant deferral / active EE | $4,150 | $3,175+30.7% | $5,081-18.3% | $3,470+19.6% |
| Admin fee / account holder | $220 | $5,596-96.1% | $13,411-98.4% | $4,888-95.5% |