Filed September 21, 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 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 | $34,414 | $160,055-78.5% | $140,016-75.4% | $135,375-74.6% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -3.65% | 911.38%-915.0pp | 651.12%-654.8pp | 519.73%-523.4pp |
| Employer contribution / active EE | $2,741 | $6,420-57.3% | $5,606-51.1% | $4,779-42.6% |
| Participant deferral / active EE | $456 | $7,642-94.0% | $6,927-93.4% | $5,609-91.9% |
| Admin fee / account holder | $100 | $13,328-99.3% | $10,705-99.1% | $10,827-99.1% |