Filed April 8, 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 | $106,934 | $90,503+18.2% | $78,689+35.9% | $273,961-61.0% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 9.03% | 75.60%-66.6pp | 62.18%-53.1pp | 41.45%-32.4pp |
| Employer contribution / active EE | $2,065 | $3,176-35.0% | $2,851-27.6% | $4,869-57.6% |
| Participant deferral / active EE | $3,654 | $3,901-6.4% | $3,517+3.9% | $5,287-30.9% |
| Admin fee / account holder | $109 | $5,263-97.9% | $4,510-97.6% | $10,132-98.9% |