Filed June 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 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,175 | $159,901-87.4% | $146,958-86.3% | $145,922-86.2% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 28.36% | 98.13%-69.8pp | 418.34%-390.0pp | 561.29%-532.9pp |
| Employer contribution / active EE | $2,273 | $5,286-57.0% | $4,933-53.9% | $4,660-51.2% |
| Participant deferral / active EE | $0 | $8,428-100.0% | $8,070-100.0% | $6,688-100.0% |
| Admin fee / account holder | $161 | $15,044-98.9% | $12,998-98.8% | $13,397-98.8% |