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 | $0 | $109,817-100.0% | $98,442-100.0% | $167,490-100.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 73.3%-73.3pp | 82.1%-82.1pp |
| Annual return | 16.74% | 1956.69%-1940.0pp | 1492.73%-1476.0pp | 478.56%-461.8pp |
| Employer contribution / active EE | $11,090 | $3,224+244.0% | $2,960+274.7% | $4,837+129.3% |
| Participant deferral / active EE | $5,545 | $4,673+18.7% | $4,276+29.7% | $6,341-12.6% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |