Filed October 15, 2008 (most recent of 2 filings on file)
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 | $203,845 | $127,386+60.0% | $115,037+77.2% | $125,391+62.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.47% | 31.28%-30.8pp | 26.14%-25.7pp | 282.22%-281.8pp |
| Employer contribution / active EE | $21,007 | $5,166+306.6% | $4,608+355.9% | $4,866+331.7% |
| Participant deferral / active EE | $15,303 | $6,423+138.3% | $6,026+153.9% | $5,352+186.0% |
| Admin fee / account holder | $13 | $9,516-99.9% | $8,175-99.8% | $9,540-99.9% |