Filed October 17, 2008 (most recent of 3 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 | $31,002 | $69,515-55.4% | $86,874-64.3% | $85,850-63.9% |
| Participation rate | 90.9% | 66.3%+24.6pp | 71.6%+19.3pp | 69.3%+21.6pp |
| Annual return | 12.76% | 20.12%-7.4pp | 63.52%-50.8pp | 318.53%-305.8pp |
| Employer contribution / active EE | $829 | $1,880-55.9% | $2,495-66.8% | $2,565-67.7% |
| Participant deferral / active EE | $1,283 | $2,919-56.1% | $3,699-65.3% | $3,952-67.5% |
| Admin fee / account holder | $166 | $5,972-97.2% | $5,828-97.2% | $6,260-97.4% |