Filed March 16, 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 | $130,284 | $65,685+98.3% | $57,179+127.9% | $273,961-52.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 18.57% | 21.99%-3.4pp | 14.59%+4.0pp | 41.45%-22.9pp |
| Employer contribution / active EE | $8,981 | $3,279+173.9% | $2,682+234.8% | $4,869+84.5% |
| Participant deferral / active EE | $10,565 | $3,782+179.4% | $3,096+241.3% | $5,287+99.8% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |