Filed March 23, 2007 (most recent of 4 filings on file)
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 10-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 | $53,832 | $210,408-74.4% | $153,485-64.9% | $145,922-63.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 13.28% | 13.37%-0.1pp | 15.65%-2.4pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,497 | $6,048-75.3% | $5,039-70.3% | $4,660-67.9% |
| Participant deferral / active EE | $2,556 | $7,975-67.9% | $6,757-62.2% | $6,688-61.8% |
| Admin fee / account holder | $5 | $19,419-100.0% | $12,724-100.0% | $13,397-100.0% |