Filed January 4, 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 | $83,712 | $153,772-45.6% | $133,980-37.5% | $273,961-69.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.04% | 36.51%-30.5pp | 29.30%-23.3pp | 41.45%-35.4pp |
| Employer contribution / active EE | $4,175 | $6,029-30.7% | $5,211-19.9% | $4,869-14.2% |
| Participant deferral / active EE | $5,406 | $6,958-22.3% | $6,282-13.9% | $5,287+2.3% |
| Admin fee / account holder | $282 | $11,765-97.6% | $9,324-97.0% | $10,132-97.2% |