Filed January 11, 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,248 | $39,162-48.3% | $100,671-79.9% | $59,632-66.0% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | -4.71% | 21.07%-25.8pp | 20.43%-25.1pp | 2041.28%-2046.0pp |
| Employer contribution / active EE | $4,073 | $1,151+254.0% | $4,012+1.5% | $2,203+84.9% |
| Participant deferral / active EE | $0 | $1,992-100.0% | $3,144-100.0% | $3,192-100.0% |
| Admin fee / account holder | $171 | $2,969-94.3% | $4,850-96.5% | $4,297-96.0% |