Filed January 5, 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 | $80,513 | $171,865-53.2% | $149,718-46.2% | $147,584-45.4% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 12.36% | 2113.22%-2100.9pp | 1501.63%-1489.3pp | 578.55%-566.2pp |
| Employer contribution / active EE | $3,268 | $6,275-47.9% | $5,445-40.0% | $4,876-33.0% |
| Participant deferral / active EE | $3,271 | $7,271-55.0% | $6,569-50.2% | $5,439-39.9% |
| Admin fee / account holder | $171 | $13,799-98.8% | $11,283-98.5% | $10,885-98.4% |