Filed May 28, 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 | $106,955 | $90,600+18.1% | $79,464+34.6% | $135,375-21.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.60% | 977.43%-983.0pp | 718.14%-723.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $13,552 | $3,068+341.7% | $2,800+383.9% | $4,779+183.6% |
| Participant deferral / active EE | $6,776 | $4,050+67.3% | $3,704+82.9% | $5,609+20.8% |
| Admin fee / account holder | $51 | $5,907-99.1% | $5,113-99.0% | $10,827-99.5% |