Filed June 14, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 8-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 1 actuary disclosure for $4.99 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $203,784-100.0% | $178,317-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 35.5%-35.5pp | 20.5%-20.5pp | 35.7%-35.7pp |
| Annual return | 5.09% | 9.11%-4.0pp | 9.57%-4.5pp | 15.19%-10.1pp |
| Employer contribution / active EE | $37,500 | $34,784+7.8% | $26,706+40.4% | $34,877+7.5% |
| Participant deferral / active EE | $0 | $236-100.0% | $213-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $1,890-100.0% | $1,620-100.0% | $50,584-100.0% |