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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,807 | $100,852-86.3% | $90,404-84.7% | $158,922-91.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.25% | 1724.20%-1714.0pp | 1293.02%-1282.8pp | 302.83%-292.6pp |
| Employer contribution / active EE | $695 | $3,689-81.1% | $3,262-78.7% | $4,761-85.4% |
| Participant deferral / active EE | $1,312 | $4,348-69.8% | $3,963-66.9% | $5,982-78.1% |
| Admin fee / account holder | $43 | $6,501-99.3% | $5,611-99.2% | $11,246-99.6% |