Filed April 5, 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 | $102,145 | $153,772-33.6% | $133,980-23.8% | $273,961-62.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.36% | 36.51%-32.2pp | 29.30%-24.9pp | 41.45%-37.1pp |
| Employer contribution / active EE | $11,138 | $6,029+84.7% | $5,211+113.7% | $4,869+128.8% |
| Participant deferral / active EE | $12,488 | $6,958+79.5% | $6,282+98.8% | $5,287+136.2% |
| Admin fee / account holder | $297 | $11,765-97.5% | $9,324-96.8% | $10,132-97.1% |