Filed June 14, 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 4-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.
Participant contribution per participant 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 | $1,665 | $129,942-98.7% | $104,294-98.4% | $134,475-98.8% |
| Participation rate | 87.5% | 79.5%+8.0pp | 73.3%+14.2pp | 81.2%+6.3pp |
| Annual return | 0.00% | 42.03%-42.0pp | 24.61%-24.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $807 | $4,184-80.7% | $3,372-76.1% | $4,740-83.0% |
| Participant deferral / active EE | $807 | $5,588-85.6% | $4,625-82.6% | $6,400-87.4% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |