Filed October 18, 2005
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 9-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.
Employer 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 | $2,255 | $76,000-97.0% | $154,107-98.5% | $64,186-96.5% |
| Participation rate | 88.3% | 70.4%+17.9pp | 83.0%+5.3pp | 69.6%+18.7pp |
| Annual return | 7.92% | 30.32%-22.4pp | 735.12%-727.2pp | 7.63%+0.3pp |
| Employer contribution / active EE | $61 | $3,351-98.2% | $5,298-98.8% | $2,381-97.4% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $82 | $5,596-98.5% | $13,411-99.4% | $4,888-98.3% |