Filed August 15, 2008
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 9-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.
See 1 actuary disclosure. $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.
Employer 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 | $28,825 | $218,893-86.8% | $436,953-93.4% | $233,076-87.6% |
| Participation rate | 82.4% | 49.9%+32.5pp | 44.2%+38.2pp | 46.4%+36.0pp |
| Annual return | -6.95% | -114.97%+108.0pp | -102.03%+95.1pp | -82.66%+75.7pp |
| Employer contribution / active EE | $9,412 | $39,358-76.1% | $36,229-74.0% | $43,769-78.5% |
| Participant deferral / active EE | $0 | $45-100.0% | $48-100.0% | $103-100.0% |
| Admin fee / account holder | $92 | $11,759-99.2% | $12,721-99.3% | $11,204-99.2% |