Filed June 11, 2008
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 | $132,604 | $52,836+151.0% | $105,738+25.4% | $64,186+106.6% |
| Participation rate | 93.1% | 66.5%+26.5pp | 76.3%+16.7pp | 69.6%+23.5pp |
| Annual return | -4.28% | 14.30%-18.6pp | 6.27%-10.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $3,173 | $1,827+73.7% | $3,268-2.9% | $2,381+33.3% |
| Participant deferral / active EE | $6,347 | $2,545+149.3% | $4,080+55.6% | $3,470+82.9% |
| Admin fee / account holder | $198 | $3,959-95.0% | $6,913-97.1% | $4,888-96.0% |