Filed September 4, 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 | $61,255 | $57,354+6.8% | $83,848-26.9% | $64,186-4.6% |
| Participation rate | 96.9% | 68.6%+28.3pp | 76.1%+20.7pp | 69.6%+27.3pp |
| Annual return | -3.77% | 11.38%-15.2pp | 850.88%-854.6pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,333 | $2,545-47.6% | $3,631-63.3% | $2,381-44.0% |
| Participant deferral / active EE | $4,671 | $2,993+56.1% | $4,082+14.4% | $3,470+34.6% |
| Admin fee / account holder | $297 | $4,046-92.7% | $5,478-94.6% | $4,888-93.9% |