Filed March 17, 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 | $93,220 | $94,529-1.4% | $140,016-33.4% | $64,186+45.2% |
| Participation rate | 88.9% | 84.1%+4.8pp | 87.5%+1.4pp | 69.6%+19.3pp |
| Annual return | -1.93% | 7.77%-9.7pp | 651.12%-653.1pp | 7.63%-9.6pp |
| Employer contribution / active EE | $2,867 | $3,812-24.8% | $5,606-48.9% | $2,381+20.4% |
| Participant deferral / active EE | $3,893 | $5,250-25.8% | $6,927-43.8% | $3,470+12.2% |
| Admin fee / account holder | $175 | $6,741-97.4% | $10,705-98.4% | $4,888-96.4% |