Filed July 16, 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.
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 | $32,384 | $171,865-81.2% | $149,718-78.4% | $147,584-78.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.19% | 2113.22%-2098.0pp | 1501.63%-1486.4pp | 578.55%-563.4pp |
| Employer contribution / active EE | $1,346 | $6,275-78.6% | $5,445-75.3% | $4,876-72.4% |
| Participant deferral / active EE | $1,132 | $7,271-84.4% | $6,569-82.8% | $5,439-79.2% |
| Admin fee / account holder | $242 | $13,799-98.2% | $11,283-97.9% | $10,885-97.8% |