Filed March 27, 2007 (most recent of 3 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 3-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 | $76,731 | $183,519-58.2% | $155,509-50.7% | $145,922-47.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.64% | 61.17%-39.5pp | 64.67%-43.0pp | 561.29%-539.6pp |
| Employer contribution / active EE | $16,570 | $5,313+211.9% | $4,672+254.6% | $4,660+255.6% |
| Participant deferral / active EE | $23,000 | $6,462+255.9% | $5,626+308.8% | $6,688+243.9% |
| Admin fee / account holder | $176 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |