Filed April 30, 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 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,069 | $45,035-57.7% | $62,995-69.7% | $70,131-72.8% |
| Participation rate | 73.3% | 69.5%+3.8pp | 74.8%-1.5pp | 69.5%+3.8pp |
| Annual return | 10.51% | 18.76%-8.3pp | 87.57%-77.1pp | 73.14%-62.6pp |
| Employer contribution / active EE | $302 | $2,051-85.3% | $2,759-89.1% | $2,342-87.1% |
| Participant deferral / active EE | $1,268 | $2,465-48.6% | $3,329-61.9% | $3,332-61.9% |
| Admin fee / account holder | $272 | $2,834-90.4% | $3,600-92.4% | $4,645-94.1% |