Filed July 26, 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 4-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 | $23,320-100.0% | $202,297-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 66.7%-66.7pp | 52.5%-52.5pp | 12.4%-12.4pp |
| Annual return | 9.56% | 9.79%-0.2pp | 14.21%-4.7pp | 9.89%-0.3pp |
| Employer contribution / active EE | $32,512 | $8,252+294.0% | $29,446+10.4% | $14,313+127.1% |
| Participant deferral / active EE | $0 | $0 | $125-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $135-100.0% | $7,524-100.0% | $9,084-100.0% |