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.
Annual investment return 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 | $3,078 | $91,190-96.6% | $178,490-98.3% | $79,858-96.1% |
| Participation rate | 93.6% | 69.2%+24.4pp | 81.9%+11.7pp | 69.6%+24.0pp |
| Annual return | 3.21% | 24.19%-21.0pp | 151.07%-147.9pp | 31.71%-28.5pp |
| Employer contribution / active EE | $788 | $3,256-75.8% | $5,011-84.3% | $2,471-68.1% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $90 | $6,751-98.7% | $13,984-99.4% | $5,306-98.3% |