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 | $38,718 | $109,817-64.7% | $98,442-60.7% | $167,490-76.9% |
| Participation rate | 87.5% | 75.8%+11.7pp | 73.3%+14.2pp | 82.1%+5.4pp |
| Annual return | 17.46% | 1956.69%-1939.2pp | 1492.73%-1475.3pp | 478.56%-461.1pp |
| Employer contribution / active EE | $4,232 | $3,224+31.3% | $2,960+43.0% | $4,837-12.5% |
| Participant deferral / active EE | $5,529 | $4,673+18.3% | $4,276+29.3% | $6,341-12.8% |
| Admin fee / account holder | $50 | $6,753-99.3% | $5,949-99.2% | $12,309-99.6% |