Filed May 20, 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 | $233,280 | $171,865+35.7% | $149,718+55.8% | $147,584+58.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.54% | 2113.22%-2094.7pp | 1501.63%-1483.1pp | 578.55%-560.0pp |
| Employer contribution / active EE | $7,352 | $6,275+17.2% | $5,445+35.0% | $4,876+50.8% |
| Participant deferral / active EE | $5,312 | $7,271-26.9% | $6,569-19.1% | $5,439-2.3% |
| Admin fee / account holder | $33 | $13,799-99.8% | $11,283-99.7% | $10,885-99.7% |