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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,300 | $171,865-65.5% | $149,718-60.4% | $147,584-59.8% |
| Participation rate | 77.8% | 88.2%-10.4pp | 87.1%-9.3pp | 82.8%-5.1pp |
| Annual return | 12.99% | 2113.22%-2100.2pp | 1501.63%-1488.6pp | 578.55%-565.6pp |
| Employer contribution / active EE | $1,017 | $6,275-83.8% | $5,445-81.3% | $4,876-79.2% |
| Participant deferral / active EE | $2,635 | $7,271-63.8% | $6,569-59.9% | $5,439-51.5% |
| Admin fee / account holder | $35 | $13,799-99.7% | $11,283-99.7% | $10,885-99.7% |