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 | $31,624 | $64,480-51.0% | $81,382-61.1% | $80,856-60.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 11.64% | 16.34%-4.7pp | 24.73%-13.1pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,209 | $1,978-38.9% | $2,463-50.9% | $2,755-56.1% |
| Participant deferral / active EE | $1,450 | $3,094-53.1% | $3,883-62.7% | $4,296-66.3% |
| Admin fee / account holder | $68 | $5,671-98.8% | $5,768-98.8% | $6,918-99.0% |