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 | $33,004 | $92,703-64.4% | $82,719-60.1% | $134,475-75.5% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -20.70% | 944.92%-965.6pp | 701.18%-721.9pp | 417.96%-438.7pp |
| Employer contribution / active EE | $4,161 | $3,274+27.1% | $3,009+38.3% | $4,740-12.2% |
| Participant deferral / active EE | $4,963 | $4,802+3.4% | $4,395+12.9% | $6,400-22.4% |
| Admin fee / account holder | $42 | $5,983-99.3% | $5,329-99.2% | $11,426-99.6% |