Filed January 6, 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 | $25,901 | $123,793-79.1% | $177,821-85.4% | $79,858-67.6% |
| Participation rate | 88.2% | 84.7%+3.6pp | 87.7%+0.5pp | 69.6%+18.6pp |
| Annual return | 17.03% | 22.82%-5.8pp | 48.32%-31.3pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,272 | $4,095-68.9% | $5,918-78.5% | $2,471-48.5% |
| Participant deferral / active EE | $2,458 | $5,956-58.7% | $7,714-68.1% | $3,740-34.3% |
| Admin fee / account holder | $137 | $7,243-98.1% | $12,427-98.9% | $5,306-97.4% |