Filed January 6, 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.
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $202,986-100.0% | $202,986-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 41.2%-41.2pp | 26.9%-26.9pp | 45.6%-45.6pp |
| Annual return | -3.38% | 2.00%-5.4pp | 2.04%-5.4pp | 4.16%-7.5pp |
| Employer contribution / active EE | $7,994 | $70,498-88.7% | $57,418-86.1% | $42,916-81.4% |
| Participant deferral / active EE | $1,975 | $84+2262.3% | $123+1511.6% | $128+1445.3% |
| Admin fee / account holder | $0 | $255,353-100.0% | $255,353-100.0% | $21,465-100.0% |