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 | $33,943 | $68,719-50.6% | $91,541-62.9% | $84,808-60.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 14.36% | 19.12%-4.8pp | 20.50%-6.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,319 | $1,920-31.3% | $2,505-47.3% | $2,631-49.9% |
| Participant deferral / active EE | $1,597 | $3,136-49.1% | $4,008-60.2% | $4,212-62.1% |
| Admin fee / account holder | $213 | $5,786-96.3% | $6,956-96.9% | $7,344-97.1% |