Filed February 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $4,841 | $57,541-91.6% | $95,745-94.9% | $75,163-93.6% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 14.59% | 34.93%-20.3pp | 28.35%-13.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $923 | $1,808-48.9% | $2,835-67.4% | $2,670-65.4% |
| Participant deferral / active EE | $330 | $3,074-89.3% | $4,245-92.2% | $4,125-92.0% |
| Admin fee / account holder | $101 | $4,099-97.5% | $5,678-98.2% | $5,651-98.2% |