Filed April 2, 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 | $14,735 | $91,190-83.8% | $178,490-91.7% | $79,858-81.5% |
| Participation rate | 88.9% | 69.2%+19.7pp | 81.9%+7.0pp | 69.6%+19.3pp |
| Annual return | 3.08% | 24.19%-21.1pp | 151.07%-148.0pp | 31.71%-28.6pp |
| Employer contribution / active EE | $718 | $3,256-77.9% | $5,011-85.7% | $2,471-70.9% |
| Participant deferral / active EE | $1,557 | $3,236-51.9% | $5,202-70.1% | $3,740-58.4% |
| Admin fee / account holder | $170 | $6,751-97.5% | $13,984-98.8% | $5,306-96.8% |