Filed June 10, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,100 | $81,446-52.0% | $103,374-62.2% | $80,874-51.7% |
| Participation rate | 84.6% | 66.9%+17.8pp | 74.5%+10.1pp | 67.6%+17.0pp |
| Annual return | 13.80% | 25.57%-11.8pp | 24.89%-11.1pp | 35.62%-21.8pp |
| Employer contribution / active EE | $543 | $3,107-82.5% | $3,869-86.0% | $2,756-80.3% |
| Participant deferral / active EE | $1,432 | $3,870-63.0% | $5,058-71.7% | $4,297-66.7% |
| Admin fee / account holder | $187 | $6,715-97.2% | $8,394-97.8% | $6,935-97.3% |