Filed March 23, 2007 (most recent of 4 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,578 | $203,436-72.2% | $152,466-62.9% | $167,490-66.2% |
| Participation rate | 73.7% | 82.3%-8.6pp | 78.2%-4.5pp | 82.1%-8.4pp |
| Annual return | 10.80% | 13.80%-3.0pp | 757.33%-746.5pp | 478.56%-467.8pp |
| Employer contribution / active EE | $0 | $5,220-100.0% | $4,327-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,543 | $6,716-77.0% | $5,820-73.5% | $6,341-75.7% |
| Admin fee / account holder | $224 | $22,506-99.0% | $15,805-98.6% | $12,309-98.2% |