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 | $564,480-100.0% | $1,414,140-100.0% | $564,480-100.0% |
| Participation rate | 100.0% | 89.1%+10.9pp | 100.0%0pp | 89.1%+10.9pp |
| Annual return | 0.00% | -14.07%+14.1pp | -8.54%+8.5pp | -14.07%+14.1pp |
| Employer contribution / active EE | $0 | $29,221-100.0% | $10,307-100.0% | $29,221-100.0% |
| Participant deferral / active EE | $0 | $5,729-100.0% | $3,290-100.0% | $5,729-100.0% |
| Admin fee / account holder | $0 | $27,140-100.0% | $22,988-100.0% | $27,140-100.0% |