Filed March 27, 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 8-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 | $58,342 | $96,635-39.6% | $86,612-32.6% | $139,434-58.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.18% | 106.41%-89.2pp | 591.07%-573.9pp | 372.94%-355.8pp |
| Employer contribution / active EE | $3,767 | $3,263+15.4% | $3,022+24.6% | $4,751-20.7% |
| Participant deferral / active EE | $7,750 | $4,836+60.3% | $4,438+74.6% | $6,710+15.5% |
| Admin fee / account holder | $110 | $6,408-98.3% | $5,614-98.0% | $11,403-99.0% |