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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,769 | $185,822-73.2% | $169,993-70.7% | $139,434-64.3% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 15.43% | 60.50%-45.1pp | 53.37%-37.9pp | 372.94%-357.5pp |
| Employer contribution / active EE | $1,932 | $7,590-74.5% | $6,785-71.5% | $4,751-59.3% |
| Participant deferral / active EE | $1,682 | $11,622-85.5% | $10,408-83.8% | $6,710-74.9% |
| Admin fee / account holder | $42 | $15,381-99.7% | $12,815-99.7% | $11,403-99.6% |