Filed April 13, 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 5-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 | $133,889 | $90,503+47.9% | $78,689+70.1% | $273,961-51.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.74% | 75.60%-70.9pp | 62.18%-57.4pp | 41.45%-36.7pp |
| Employer contribution / active EE | $4,032 | $3,176+27.0% | $2,851+41.5% | $4,869-17.2% |
| Participant deferral / active EE | $4,032 | $3,901+3.4% | $3,517+14.7% | $5,287-23.7% |
| Admin fee / account holder | $26 | $5,263-99.5% | $4,510-99.4% | $10,132-99.7% |