Filed April 12, 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,135 | $46,869-63.4% | $122,332-86.0% | $70,131-75.6% |
| Participation rate | 96.9% | 58.2%+38.7pp | 71.6%+25.3pp | 69.5%+27.4pp |
| Annual return | 15.51% | 24.22%-8.7pp | 30.27%-14.8pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,858 | $1,288+44.3% | $4,050-54.1% | $2,342-20.7% |
| Participant deferral / active EE | $0 | $2,166-100.0% | $3,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $270 | $3,322-91.9% | $5,478-95.1% | $4,645-94.2% |