Filed April 7, 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 | $115,799 | $84,695+36.7% | $73,843+56.8% | $125,391-7.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.12% | 3123.53%-3123.7pp | 2267.84%-2268.0pp | 282.22%-282.3pp |
| Employer contribution / active EE | $15,578 | $3,123+398.8% | $2,787+458.9% | $4,866+220.2% |
| Participant deferral / active EE | $11,616 | $3,992+191.0% | $3,583+224.2% | $5,352+117.1% |
| Admin fee / account holder | $257 | $5,691-95.5% | $4,880-94.7% | $9,540-97.3% |