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.
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 | $6,521 | $85,790-92.4% | $67,313-90.3% | $135,375-95.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.44% | -0.54%-4.9pp | -4.08%-1.4pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,191 | $3,487-65.8% | $2,566-53.6% | $4,779-75.1% |
| Participant deferral / active EE | $1,871 | $4,651-59.8% | $3,568-47.6% | $5,609-66.6% |
| Admin fee / account holder | $171 | $6,392-97.3% | $4,507-96.2% | $10,827-98.4% |