Filed December 13, 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 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 | $14,767 | $405,731-96.4% | $160,718-90.8% | $405,731-96.4% |
| Participation rate | 90.5% | 91.9%-1.4pp | 95.2%-4.8pp | 91.9%-1.4pp |
| Annual return | 1.09% | 4.30%-3.2pp | 0.09%+1.0pp | 4.30%-3.2pp |
| Employer contribution / active EE | $3,064 | $26,636-88.5% | $7,539-59.4% | $26,636-88.5% |
| Participant deferral / active EE | $2,135 | $5,788-63.1% | $7,151-70.1% | $5,788-63.1% |
| Admin fee / account holder | $0 | $12,997-100.0% | $5,593-100.0% | $12,997-100.0% |