Filed January 8, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,469 | $43,075+300.4% | $74,583+131.2% | $62,891+174.2% |
| Participation rate | 87.2% | 58.1%+29.2pp | 68.1%+19.1pp | 69.3%+17.9pp |
| Annual return | 9.07% | 17.50%-8.4pp | 20.47%-11.4pp | 20.14%-11.1pp |
| Employer contribution / active EE | $4,483 | $1,498+199.4% | $2,525+77.6% | $2,281+96.6% |
| Participant deferral / active EE | $7,134 | $2,389+198.6% | $3,458+106.3% | $3,203+122.7% |
| Admin fee / account holder | $115 | $2,840-96.0% | $4,138-97.2% | $4,296-97.3% |