Filed June 29, 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 | $30,699 | $117,859-74.0% | $102,438-70.0% | $145,959-79.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.91% | 31.72%-16.8pp | 29.37%-14.5pp | 561.95%-547.0pp |
| Employer contribution / active EE | $5,579 | $3,615+54.3% | $3,024+84.5% | $4,661+19.7% |
| Participant deferral / active EE | $4,844 | $5,732-15.5% | $5,054-4.1% | $6,689-27.6% |
| Admin fee / account holder | $0 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |