Filed October 28, 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 | $0 | $123,793-100.0% | $177,821-100.0% | $79,858-100.0% |
| Participation rate | 91.8% | 84.7%+7.1pp | 87.7%+4.0pp | 69.6%+22.1pp |
| Annual return | 0.00% | 22.82%-22.8pp | 48.32%-48.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $7,243-100.0% | $12,427-100.0% | $5,306-100.0% |