Filed December 10, 2005 (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 7-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 | $49,655-100.0% | $440,923-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 17.1%-17.1pp | 40.0%-40.0pp | 17.1%-17.1pp |
| Annual return | 8.81% | 9.82%-1.0pp | 8.94%-0.1pp | 9.82%-1.0pp |
| Employer contribution / active EE | $10,470 | $13,587-22.9% | $36,999-71.7% | $13,587-22.9% |
| Participant deferral / active EE | $0 | $81-100.0% | $1-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $2,072-100.0% | $2,893-100.0% |