Filed January 6, 2006 (most recent of 2 filings on file)
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,146 | $140,588-21.7% | $123,104-10.5% | $125,391-12.2% |
| Participation rate | 75.0% | 88.2%-13.2pp | 86.8%-11.8pp | 83.2%-8.2pp |
| Annual return | -0.91% | 16.80%-17.7pp | 13.22%-14.1pp | 282.22%-283.1pp |
| Employer contribution / active EE | $911 | $6,041-84.9% | $5,151-82.3% | $4,866-81.3% |
| Participant deferral / active EE | $2,408 | $6,980-65.5% | $6,230-61.3% | $5,352-55.0% |
| Admin fee / account holder | $208 | $11,198-98.1% | $9,015-97.7% | $9,540-97.8% |