Filed July 23, 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 | $33,616 | $99,020-66.1% | $86,590-61.2% | $147,584-77.2% |
| Participation rate | 76.9% | 76.3%+0.6pp | 73.5%+3.4pp | 82.8%-5.9pp |
| Annual return | 12.80% | 1312.34%-1299.5pp | 964.84%-952.0pp | 578.55%-565.7pp |
| Employer contribution / active EE | $993 | $3,132-68.3% | $2,839-65.0% | $4,876-79.6% |
| Participant deferral / active EE | $4,478 | $3,972+12.7% | $3,609+24.1% | $5,439-17.7% |
| Admin fee / account holder | $100 | $5,710-98.2% | $4,906-98.0% | $10,885-99.1% |