Filed November 28, 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 | $10,464 | $41,377-74.7% | $109,313-90.4% | $62,891-83.4% |
| Participation rate | 75.0% | 57.5%+17.5pp | 71.3%+3.7pp | 69.3%+5.7pp |
| Annual return | 6.01% | 11.05%-5.0pp | 22.07%-16.1pp | 20.14%-14.1pp |
| Employer contribution / active EE | $984 | $1,276-22.9% | $3,892-74.7% | $2,281-56.9% |
| Participant deferral / active EE | $773 | $2,045-62.2% | $3,166-75.6% | $3,203-75.9% |
| Admin fee / account holder | $187 | $2,884-93.5% | $5,666-96.7% | $4,296-95.7% |