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 | $94,880 | $92,703+2.3% | $82,719+14.7% | $134,475-29.4% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | -16.32% | 944.92%-961.2pp | 701.18%-717.5pp | 417.96%-434.3pp |
| Employer contribution / active EE | $3,332 | $3,274+1.8% | $3,009+10.7% | $4,740-29.7% |
| Participant deferral / active EE | $8,699 | $4,802+81.1% | $4,395+97.9% | $6,400+35.9% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |