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 | $16,128 | $266,879-94.0% | $149,718-89.2% | - |
| Participation rate | 81.8% | 82.4%-0.6pp | 87.1%-5.3pp | - |
| Annual return | 17.48% | 8.05%+9.4pp | 1501.63%-1484.2pp | - |
| Employer contribution / active EE | $0 | $3,117-100.0% | $5,445-100.0% | - |
| Participant deferral / active EE | $1,862 | $4,642-59.9% | $6,569-71.6% | - |
| Admin fee / account holder | $230 | $11,107-97.9% | $11,283-98.0% | - |