Filed November 5, 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 | $66,512 | $102,966-35.4% | $90,281-26.3% | $152,861-56.5% |
| Participation rate | 84.2% | 75.9%+8.3pp | 73.3%+10.9pp | 82.4%+1.8pp |
| Annual return | 25.30% | 95.16%-69.9pp | 78.10%-52.8pp | 345.32%-320.0pp |
| Employer contribution / active EE | $3,424 | $3,139+9.1% | $2,854+19.9% | $4,762-28.1% |
| Participant deferral / active EE | $7,214 | $4,281+68.5% | $3,885+85.7% | $5,850+23.3% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |