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 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 | $58,662 | $73,867-20.6% | $143,757-59.2% | $68,494-14.4% |
| Participation rate | 95.1% | 66.7%+28.5pp | 80.3%+14.8pp | 67.9%+27.2pp |
| Annual return | -17.73% | 1.01%-18.7pp | -0.04%-17.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $3,195 | $3,184+0.3% | $4,951-35.5% | $2,596+23.1% |
| Participant deferral / active EE | $2,762 | $3,384-18.4% | $5,637-51.0% | $4,027-31.4% |
| Admin fee / account holder | $44 | $5,755-99.2% | $14,673-99.7% | $5,403-99.2% |