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 | $51,295 | $96,635-46.9% | $86,612-40.8% | $139,434-63.2% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 23.43% | 106.41%-83.0pp | 591.07%-567.6pp | 372.94%-349.5pp |
| Employer contribution / active EE | $4,611 | $3,263+41.3% | $3,022+52.5% | $4,751-2.9% |
| Participant deferral / active EE | $5,946 | $4,836+23.0% | $4,438+34.0% | $6,710-11.4% |
| Admin fee / account holder | $49 | $6,408-99.2% | $5,614-99.1% | $11,403-99.6% |