Filed June 29, 2007 (most recent of 2 filings on file)
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.
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 | $9,212 | $92,222-90.0% | $76,768-88.0% | $135,375-93.2% |
| Participation rate | 90.0% | 79.8%+10.2pp | 77.0%+13.0pp | 82.6%+7.4pp |
| Annual return | -8.04% | 5.46%-13.5pp | 2.43%-10.5pp | 519.73%-527.8pp |
| Employer contribution / active EE | $2,370 | $3,216-26.3% | $2,485-4.6% | $4,779-50.4% |
| Participant deferral / active EE | $1,454 | $4,509-67.8% | $3,852-62.3% | $5,609-74.1% |
| Admin fee / account holder | $139 | $10,748-98.7% | $6,675-97.9% | $10,827-98.7% |