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 | $3,754 | $95,416-96.1% | $185,823-98.0% | $85,850-95.6% |
| Participation rate | 94.4% | 68.8%+25.7pp | 81.7%+12.7pp | 69.3%+25.1pp |
| Annual return | 32.13% | 23.59%+8.5pp | 122.05%-89.9pp | 318.53%-286.4pp |
| Employer contribution / active EE | $304 | $3,314-90.8% | $5,167-94.1% | $2,565-88.2% |
| Participant deferral / active EE | $0 | $3,423-100.0% | $5,568-100.0% | $3,952-100.0% |
| Admin fee / account holder | $60 | $7,213-99.2% | $16,237-99.6% | $6,260-99.0% |