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 7-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 | $23,466 | $100,852-76.7% | $90,404-74.0% | $158,922-85.2% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 24.78% | 1724.20%-1699.4pp | 1293.02%-1268.2pp | 302.83%-278.0pp |
| Employer contribution / active EE | $3,575 | $3,689-3.1% | $3,262+9.6% | $4,761-24.9% |
| Participant deferral / active EE | $4,935 | $4,348+13.5% | $3,963+24.5% | $5,982-17.5% |
| Admin fee / account holder | $38 | $6,501-99.4% | $5,611-99.3% | $11,246-99.7% |