Filed January 17, 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 | $9,121 | $83,337-89.1% | $67,834-86.6% | $273,961-96.7% |
| Participation rate | 83.3% | 76.4%+6.9pp | 68.8%+14.5pp | 83.0%+0.3pp |
| Annual return | 4.27% | 259.45%-255.2pp | 138.47%-134.2pp | 41.45%-37.2pp |
| Employer contribution / active EE | $1,195 | $3,287-63.7% | $2,403-50.3% | $4,869-75.5% |
| Participant deferral / active EE | $440 | $4,088-89.2% | $3,160-86.1% | $5,287-91.7% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |