Filed February 3, 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 | $49,749 | $109,359-54.5% | $162,163-69.3% | $72,985-31.8% |
| Participation rate | 86.8% | 84.3%+2.6pp | 87.6%-0.7pp | 69.5%+17.4pp |
| Annual return | 22.83% | 25.46%-2.6pp | 115.59%-92.8pp | 81.00%-58.2pp |
| Employer contribution / active EE | $903 | $3,907-76.9% | $5,614-83.9% | $2,440-63.0% |
| Participant deferral / active EE | $2,176 | $5,481-60.3% | $7,298-70.2% | $3,607-39.7% |
| Admin fee / account holder | $248 | $7,972-96.9% | $10,843-97.7% | $5,124-95.2% |