Filed November 25, 2008
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,152 | $100,754-84.0% | $86,677-81.4% | $134,475-88.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.92% | 29.04%-44.0pp | 35.91%-50.8pp | 417.96%-432.9pp |
| Employer contribution / active EE | $2,371 | $3,489-32.0% | $2,836-16.4% | $4,740-50.0% |
| Participant deferral / active EE | $2,541 | $5,338-52.4% | $4,656-45.4% | $6,400-60.3% |
| Admin fee / account holder | $31 | $10,926-99.7% | $7,493-99.6% | $11,426-99.7% |