Filed October 22, 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 | $0 | $455,388-100.0% | $455,388-100.0% | $532,464-100.0% |
| Participation rate | 0.0% | 83.3%-83.3pp | 80.0%-80.0pp | 89.6%-89.6pp |
| Annual return | 0.00% | 5.85%-5.9pp | 3.42%-3.4pp | 10.38%-10.4pp |
| Employer contribution / active EE | $0 | $9,295-100.0% | $9,295-100.0% | $19,351-100.0% |
| Participant deferral / active EE | $0 | $5,443-100.0% | $5,222-100.0% | $11,136-100.0% |
| Admin fee / account holder | $0 | $2,660-100.0% | $2,660-100.0% | $14,894-100.0% |