Filed March 5, 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.
Participant 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 | $20,247 | $82,032-75.3% | $123,104-83.6% | $59,632-66.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 0.33% | 5.12%-4.8pp | 13.22%-12.9pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $1,541 | $3,297-53.3% | $5,151-70.1% | $2,203-30.1% |
| Participant deferral / active EE | $1,836 | $4,667-60.7% | $6,230-70.5% | $3,192-42.5% |
| Admin fee / account holder | $48 | $5,881-99.2% | $9,015-99.5% | $4,297-98.9% |