Filed July 27, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,114 | $125,758-64.1% | $169,993-73.5% | $75,163-40.0% |
| Participation rate | 81.8% | 83.6%-1.8pp | 87.0%-5.2pp | 67.2%+14.6pp |
| Annual return | 17.16% | 27.20%-10.0pp | 53.37%-36.2pp | 160.62%-143.5pp |
| Employer contribution / active EE | $731 | $4,615-84.1% | $6,785-89.2% | $2,670-72.6% |
| Participant deferral / active EE | $2,468 | $6,837-63.9% | $10,408-76.3% | $4,125-40.2% |
| Admin fee / account holder | $281 | $8,173-96.6% | $12,815-97.8% | $5,651-95.0% |