Filed March 27, 2007
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 4-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.
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $305,546-100.0% | $295,226-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 34.8%-34.8pp | 14.7%-14.7pp | 45.6%-45.6pp |
| Annual return | -1.67% | 0.91%-2.6pp | 4.64%-6.3pp | 4.16%-5.8pp |
| Employer contribution / active EE | $10,042 | $49,989-79.9% | $35,349-71.6% | $42,916-76.6% |
| Participant deferral / active EE | $456 | $550-17.1% | $461-1.0% | $128+256.7% |
| Admin fee / account holder | $0 | $9,745-100.0% | $343,074-100.0% | $21,465-100.0% |