Filed October 21, 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 | $39,008 | $100,041-61.0% | $149,718-73.9% | $70,131-44.4% |
| Participation rate | 97.1% | 83.6%+13.5pp | 87.1%+10.0pp | 69.5%+27.5pp |
| Annual return | 18.45% | 27.43%-9.0pp | 1501.63%-1483.2pp | 73.14%-54.7pp |
| Employer contribution / active EE | $2,404 | $3,662-34.4% | $5,445-55.9% | $2,342+2.6% |
| Participant deferral / active EE | $5,575 | $4,983+11.9% | $6,569-15.1% | $3,332+67.3% |
| Admin fee / account holder | $106 | $8,286-98.7% | $11,283-99.1% | $4,645-97.7% |