Filed July 14, 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 6-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 | $4,286 | $73,004-94.1% | $90,749-95.3% | $68,494-93.7% |
| Participation rate | 90.4% | 70.8%+19.6pp | 75.7%+14.7pp | 67.9%+22.5pp |
| Annual return | -13.42% | -13.81%+0.4pp | -12.16%-1.3pp | -7.84%-5.6pp |
| Employer contribution / active EE | $1,763 | $2,193-19.6% | $2,921-39.7% | $2,596-32.1% |
| Participant deferral / active EE | $0 | $3,627-100.0% | $4,564-100.0% | $4,027-100.0% |
| Admin fee / account holder | $35 | $5,896-99.4% | $8,445-99.6% | $5,403-99.4% |