Filed September 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 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,441 | $48,570+73.9% | $130,648-35.4% | $72,985+15.7% |
| Participation rate | 92.5% | 58.6%+33.9pp | 71.7%+20.7pp | 69.5%+23.0pp |
| Annual return | 7.20% | 38.63%-31.4pp | 1708.96%-1701.8pp | 81.00%-73.8pp |
| Employer contribution / active EE | $1,946 | $1,334+45.8% | $4,092-52.4% | $2,440-20.3% |
| Participant deferral / active EE | $4,036 | $2,384+69.3% | $3,603+12.0% | $3,607+11.9% |
| Admin fee / account holder | $277 | $3,549-92.2% | $5,464-94.9% | $5,124-94.6% |