Filed December 18, 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 | $240,393 | $150,440+59.8% | $136,294+76.4% | $147,584+62.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.18% | 1049.08%-1032.9pp | 5155.94%-5139.8pp | 578.55%-562.4pp |
| Employer contribution / active EE | $11,481 | $5,256+118.4% | $4,695+144.5% | $4,876+135.4% |
| Participant deferral / active EE | $13,000 | $6,630+96.1% | $6,247+108.1% | $5,439+139.0% |
| Admin fee / account holder | $254 | $10,905-97.7% | $9,243-97.3% | $10,885-97.7% |