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 | $42,989 | $69,767-38.4% | $203,811-78.9% | $69,767-38.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 95.0%+5.0pp | 76.8%+23.2pp |
| Annual return | 15.36% | -8.62%+24.0pp | 6.62%+8.7pp | -8.62%+24.0pp |
| Employer contribution / active EE | $4,412 | $3,142+40.4% | $7,524-41.4% | $3,142+40.4% |
| Participant deferral / active EE | $3,168 | $2,397+32.1% | $5,063-37.4% | $2,397+32.1% |
| Admin fee / account holder | $38 | $4,803-99.2% | $2,385-98.4% | $4,803-99.2% |