Filed April 23, 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 | $76,489 | $100,852-24.2% | $90,404-15.4% | $158,922-51.9% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.7%+19.6pp | 82.0%+10.3pp |
| Annual return | 24.24% | 1724.20%-1700.0pp | 1293.02%-1268.8pp | 302.83%-278.6pp |
| Employer contribution / active EE | $3,061 | $3,689-17.0% | $3,262-6.2% | $4,761-35.7% |
| Participant deferral / active EE | $7,624 | $4,348+75.3% | $3,963+92.4% | $5,982+27.4% |
| Admin fee / account holder | $121 | $6,501-98.1% | $5,611-97.8% | $11,246-98.9% |