Filed August 15, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,480 | $180,449-70.9% | $154,107-65.9% | $135,375-61.2% |
| Participation rate | 82.4% | 87.4%-5.1pp | 83.0%-0.7pp | 82.6%-0.3pp |
| Annual return | -5.82% | 888.09%-893.9pp | 735.12%-740.9pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,108 | $6,035-81.6% | $5,298-79.1% | $4,779-76.8% |
| Participant deferral / active EE | $2,503 | $5,806-56.9% | $5,081-50.7% | $5,609-55.4% |
| Admin fee / account holder | $202 | $16,143-98.8% | $13,411-98.5% | $10,827-98.1% |