Filed January 1, 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.
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 | $19,503 | $153,772-87.3% | $133,980-85.4% | $273,961-92.9% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 12.97% | 36.51%-23.5pp | 29.30%-16.3pp | 41.45%-28.5pp |
| Employer contribution / active EE | $2,310 | $6,029-61.7% | $5,211-55.7% | $4,869-52.6% |
| Participant deferral / active EE | $3,559 | $6,958-48.9% | $6,282-43.3% | $5,287-32.7% |
| Admin fee / account holder | $62 | $11,765-99.5% | $9,324-99.3% | $10,132-99.4% |