Filed December 17, 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 8-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 | $70,725 | $48,046+47.2% | $84,611-16.4% | $72,985-3.1% |
| Participation rate | 85.5% | 57.6%+27.9pp | 68.2%+17.3pp | 69.5%+16.0pp |
| Annual return | 47.85% | 37.38%+10.5pp | 258.74%-210.9pp | 81.00%-33.2pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,320 | $2,680-13.4% | $3,899-40.5% | $3,607-35.7% |
| Admin fee / account holder | $132 | $3,395-96.1% | $4,912-97.3% | $5,124-97.4% |