Filed April 13, 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 5-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.
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 | $134,939 | $142,816-5.5% | $128,366+5.1% | $248,183-45.6% |
| Participation rate | 100.0% | 22.2%+77.8pp | 19.3%+80.7pp | 45.9%+54.1pp |
| Annual return | 9.04% | 8.48%+0.6pp | 9.39%-0.3pp | 10.21%-1.2pp |
| Employer contribution / active EE | $2,581 | $40,983-93.7% | $33,466-92.3% | $42,272-93.9% |
| Participant deferral / active EE | $2,581 | $682+278.3% | $657+292.7% | $121+2038.5% |
| Admin fee / account holder | $30 | $2,425-98.8% | $2,132-98.6% | $13,518-99.8% |