Filed April 16, 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 | $173,753 | $65,365+165.8% | $92,893+87.0% | $72,985+138.1% |
| Participation rate | 89.7% | 68.3%+21.3pp | 76.0%+13.7pp | 69.5%+20.2pp |
| Annual return | 23.77% | 42.10%-18.3pp | 109.41%-85.6pp | 81.00%-57.2pp |
| Employer contribution / active EE | $2,736 | $2,594+5.5% | $3,653-25.1% | $2,440+12.1% |
| Participant deferral / active EE | $5,371 | $3,128+71.7% | $4,236+26.8% | $3,607+48.9% |
| Admin fee / account holder | $91 | $4,251-97.9% | $5,794-98.4% | $5,124-98.2% |