Filed February 28, 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 | $63,096 | $153,772-59.0% | $133,980-52.9% | $273,961-77.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.28% | 36.51%-25.2pp | 29.30%-18.0pp | 41.45%-30.2pp |
| Employer contribution / active EE | $2,646 | $6,029-56.1% | $5,211-49.2% | $4,869-45.7% |
| Participant deferral / active EE | $5,514 | $6,958-20.8% | $6,282-12.2% | $5,287+4.3% |
| Admin fee / account holder | $240 | $11,765-98.0% | $9,324-97.4% | $10,132-97.6% |