Filed November 26, 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 | $104,372 | $180,449-42.2% | $154,107-32.3% | $135,375-22.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.52% | 888.09%-896.6pp | 735.12%-743.6pp | 519.73%-528.3pp |
| Employer contribution / active EE | $12,771 | $6,035+111.6% | $5,298+141.1% | $4,779+167.2% |
| Participant deferral / active EE | $16,683 | $5,806+187.3% | $5,081+228.4% | $5,609+197.4% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |