Filed March 9, 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 | $5,699 | $84,233-93.2% | $170,442-96.7% | $70,131-91.9% |
| Participation rate | 96.4% | 70.8%+25.6pp | 83.6%+12.8pp | 69.5%+26.9pp |
| Annual return | 12.79% | 23.06%-10.3pp | 205.93%-193.1pp | 73.14%-60.4pp |
| Employer contribution / active EE | $1,136 | $3,387-66.5% | $5,433-79.1% | $2,342-51.5% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $198 | $5,698-96.5% | $13,880-98.6% | $4,645-95.7% |