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 | $129,743 | $96,635+34.3% | $86,612+49.8% | $139,434-6.9% |
| Participation rate | 91.7% | 74.4%+17.3pp | 71.7%+20.0pp | 80.3%+11.3pp |
| Annual return | 22.41% | 106.41%-84.0pp | 591.07%-568.7pp | 372.94%-350.5pp |
| Employer contribution / active EE | $3,773 | $3,263+15.6% | $3,022+24.8% | $4,751-20.6% |
| Participant deferral / active EE | $9,825 | $4,836+103.2% | $4,438+121.4% | $6,710+46.4% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |