Filed November 8, 2006 (most recent of 2 filings on file)
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,888-100.0% | $19,623-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 42.9%-42.9pp | 12.5%-12.5pp | 48.7%-48.7pp |
| Annual return | -0.57% | -3.35%+2.8pp | -0.97%+0.4pp | -2.16%+1.6pp |
| Employer contribution / active EE | $18,750 | $38,959-51.9% | $22,441-16.4% | $42,957-56.4% |
| Participant deferral / active EE | $0 | $179-100.0% | $183-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $0 | $2,730-100.0% | $12,572-100.0% |