Filed March 27, 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 | $227,190 | $96,305+135.9% | $80,569+182.0% | $139,434+62.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 10.65% | 1350.08%-1339.4pp | 935.43%-924.8pp | 372.94%-362.3pp |
| Employer contribution / active EE | $12,408 | $3,262+280.4% | $2,723+355.6% | $4,751+161.2% |
| Participant deferral / active EE | $1,415 | $5,232-73.0% | $4,447-68.2% | $6,710-78.9% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |