Filed August 25, 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,963 | $102,966-89.4% | $90,281-87.9% | $152,861-92.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 0.69% | 95.16%-94.5pp | 78.10%-77.4pp | 345.32%-344.6pp |
| Employer contribution / active EE | $343 | $3,139-89.1% | $2,854-88.0% | $4,762-92.8% |
| Participant deferral / active EE | $1,012 | $4,281-76.4% | $3,885-74.0% | $5,850-82.7% |
| Admin fee / account holder | $129 | $6,171-97.9% | $5,351-97.6% | $11,596-98.9% |