Filed April 28, 2007 (most recent of 3 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 | $126,743 | $138,065-8.2% | $123,544+2.6% | $135,375-6.4% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -5.56% | 153.68%-159.2pp | 119.20%-124.8pp | 519.73%-525.3pp |
| Employer contribution / active EE | $2,525 | $5,151-51.0% | $4,628-45.4% | $4,779-47.2% |
| Participant deferral / active EE | $5,382 | $6,799-20.8% | $6,426-16.2% | $5,609-4.0% |
| Admin fee / account holder | $118 | $10,916-98.9% | $9,284-98.7% | $10,827-98.9% |