Filed January 31, 2008 (most recent of 2 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 | $224,337 | $171,865+30.5% | $149,718+49.8% | $147,584+52.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.43% | 2113.22%-2095.8pp | 1501.63%-1484.2pp | 578.55%-561.1pp |
| Employer contribution / active EE | $14,700 | $6,275+134.3% | $5,445+170.0% | $4,876+201.4% |
| Participant deferral / active EE | $15,812 | $7,271+117.5% | $6,569+140.7% | $5,439+190.7% |
| Admin fee / account holder | $99 | $13,799-99.3% | $11,283-99.1% | $10,885-99.1% |