Filed September 20, 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.
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 | $9,943 | $59,107-83.2% | $86,436-88.5% | $68,494-85.5% |
| Participation rate | 85.2% | 75.2%+9.9pp | 80.3%+4.9pp | 67.9%+17.3pp |
| Annual return | 0.00% | -0.23%+0.2pp | 4394.89%-4394.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,008 | $2,519-20.3% | $3,769-46.7% | $2,596-22.6% |
| Participant deferral / active EE | $6,922 | $5,901+17.3% | $6,952-0.4% | $4,027+71.9% |
| Admin fee / account holder | $59 | $5,637-98.9% | $6,731-99.1% | $5,403-98.9% |