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 | $61,497 | $238,490-74.2% | $180,183-65.9% | $142,382-56.8% |
| Participation rate | 81.3% | 82.3%-1.0pp | 77.4%+3.8pp | 80.1%+1.1pp |
| Annual return | 14.14% | 33.56%-19.4pp | 27.86%-13.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,390 | $6,143-77.4% | $5,039-72.4% | $4,299-67.7% |
| Participant deferral / active EE | $2,533 | $7,996-68.3% | $6,822-62.9% | $6,507-61.1% |
| Admin fee / account holder | $10 | $28,866-100.0% | $19,975-99.9% | $12,624-99.9% |