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 | $69,354 | $202,432-65.7% | $169,368-59.1% | $139,434-50.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.07% | 531.74%-511.7pp | 405.60%-385.5pp | 372.94%-352.9pp |
| Employer contribution / active EE | $15,805 | $4,692+236.8% | $4,013+293.9% | $4,751+232.7% |
| Participant deferral / active EE | $1,252 | $6,938-82.0% | $6,221-79.9% | $6,710-81.3% |
| Admin fee / account holder | $4 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |