Filed August 4, 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.
See 1 actuary disclosure. $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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $317,036-100.0% | $192,455-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 13.0%-13.0pp | 27.6%-27.6pp | 13.0%-13.0pp |
| Annual return | -1.85% | 12.86%-14.7pp | 50.81%-52.7pp | 13.59%-15.4pp |
| Employer contribution / active EE | $0 | $12,480-100.0% | $42,739-100.0% | $14,592-100.0% |
| Participant deferral / active EE | $0 | $72-100.0% | $90-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $2,268-100.0% | $29,657-100.0% |