Filed December 6, 2007 (most recent of 2 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,158 | $183,963+24.0% | $162,163+40.7% | $152,861+49.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.83% | 150.76%-126.9pp | 115.59%-91.8pp | 345.32%-321.5pp |
| Employer contribution / active EE | $7,352 | $6,371+15.4% | $5,614+31.0% | $4,762+54.4% |
| Participant deferral / active EE | $5,712 | $8,034-28.9% | $7,298-21.7% | $5,850-2.4% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |