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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,210 | $73,867-80.8% | $143,757-90.1% | $68,494-79.3% |
| Participation rate | 85.3% | 66.7%+18.6pp | 80.3%+5.0pp | 67.9%+17.4pp |
| Annual return | -17.45% | 1.01%-18.5pp | -0.04%-17.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $565 | $3,184-82.3% | $4,951-88.6% | $2,596-78.3% |
| Participant deferral / active EE | $1,868 | $3,384-44.8% | $5,637-66.9% | $4,027-53.6% |
| Admin fee / account holder | $143 | $5,755-97.5% | $14,673-99.0% | $5,403-97.3% |