Filed August 8, 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 | $81,957 | $99,020-17.2% | $86,590-5.4% | $147,584-44.5% |
| Participation rate | 86.4% | 76.3%+10.0pp | 73.5%+12.8pp | 82.8%+3.5pp |
| Annual return | 19.19% | 1312.34%-1293.1pp | 964.84%-945.7pp | 578.55%-559.4pp |
| Employer contribution / active EE | $982 | $3,132-68.7% | $2,839-65.4% | $4,876-79.9% |
| Participant deferral / active EE | $6,350 | $3,972+59.9% | $3,609+76.0% | $5,439+16.8% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |