Filed November 22, 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 4-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 | $2,318 | $45,035-94.9% | $62,995-96.3% | $70,131-96.7% |
| Participation rate | 97.4% | 69.5%+27.8pp | 74.8%+22.6pp | 69.5%+27.8pp |
| Annual return | 20.22% | 18.76%+1.5pp | 87.57%-67.4pp | 73.14%-52.9pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $773 | $2,465-68.6% | $3,329-76.8% | $3,332-76.8% |
| Admin fee / account holder | $111 | $2,834-96.1% | $3,600-96.9% | $4,645-97.6% |