Filed January 5, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,410 | $84,695-38.1% | $73,843-29.0% | $125,391-58.2% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.4%+6.6pp | 83.2%-3.2pp |
| Annual return | 0.21% | 3123.53%-3123.3pp | 2267.84%-2267.6pp | 282.22%-282.0pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,017 | $3,992+75.8% | $3,583+95.8% | $5,352+31.1% |
| Admin fee / account holder | $16 | $5,691-99.7% | $4,880-99.7% | $9,540-99.8% |