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.
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 | $20,241 | $63,710-68.2% | $72,757-72.2% | $63,710-68.2% |
| Participation rate | 73.1% | 75.2%-2.1pp | 95.4%-22.3pp | 75.2%-2.1pp |
| Annual return | 8.12% | 3.90%+4.2pp | 6.77%+1.3pp | 3.90%+4.2pp |
| Employer contribution / active EE | $3,040 | $6,662-54.4% | $7,603-60.0% | $6,662-54.4% |
| Participant deferral / active EE | $1,909 | $2,030-6.0% | $2,773-31.2% | $2,030-6.0% |
| Admin fee / account holder | $73 | $2,967-97.5% | $1,223-94.0% | $2,967-97.5% |