Filed December 19, 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.
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 | $12,495 | $676,477-98.2% | $133,980-90.7% | - |
| Participation rate | 82.8% | 86.1%-3.2pp | 87.1%-4.2pp | - |
| Annual return | 8.71% | 1.79%+6.9pp | 29.30%-20.6pp | - |
| Employer contribution / active EE | $0 | $3,505-100.0% | $5,211-100.0% | - |
| Participant deferral / active EE | $1,372 | $5,893-76.7% | $6,282-78.2% | - |
| Admin fee / account holder | $113 | $42,217-99.7% | $9,324-98.8% | - |