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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,235 | $79,523-79.6% | $140,016-88.4% | $56,287-71.2% |
| Participation rate | 82.7% | 85.7%-3.0pp | 87.5%-4.8pp | 69.9%+12.8pp |
| Annual return | -1.57% | 2.39%-4.0pp | 651.12%-652.7pp | -9.96%+8.4pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,606-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,262 | $5,129-55.9% | $6,927-67.3% | $3,350-32.5% |
| Admin fee / account holder | $120 | $614-80.4% | $10,705-98.9% | $521-76.9% |