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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,378 | $185,822-30.9% | $169,993-24.5% | $139,434-7.9% |
| Participation rate | 77.3% | 87.8%-10.5pp | 87.0%-9.7pp | 80.3%-3.0pp |
| Annual return | 15.28% | 60.50%-45.2pp | 53.37%-38.1pp | 372.94%-357.7pp |
| Employer contribution / active EE | $2,011 | $7,590-73.5% | $6,785-70.4% | $4,751-57.7% |
| Participant deferral / active EE | $3,015 | $11,622-74.1% | $10,408-71.0% | $6,710-55.1% |
| Admin fee / account holder | $84 | $15,381-99.5% | $12,815-99.3% | $11,403-99.3% |