Filed April 14, 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 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 | $56,550 | $227,553-75.1% | $189,557-70.2% | $167,490-66.2% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.4%-3.4pp | 82.1%-7.1pp |
| Annual return | 15.15% | 78.40%-63.2pp | 64.17%-49.0pp | 478.56%-463.4pp |
| Employer contribution / active EE | $8,473 | $5,316+59.4% | $4,412+92.0% | $4,837+75.1% |
| Participant deferral / active EE | $1,726 | $7,002-75.3% | $6,174-72.0% | $6,341-72.8% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |