Filed November 26, 2008
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 | $49,573 | $69,518-28.7% | $59,878-17.2% | $135,375-63.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 11.63% | 7.94%+3.7pp | 3.46%+8.2pp | 519.73%-508.1pp |
| Employer contribution / active EE | $3,420 | $3,235+5.7% | $2,722+25.6% | $4,779-28.4% |
| Participant deferral / active EE | $5,128 | $4,206+21.9% | $3,402+50.7% | $5,609-8.6% |
| Admin fee / account holder | $297 | $5,734-94.8% | $3,590-91.7% | $10,827-97.3% |