Filed September 29, 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 | $41,726 | $39,122+6.7% | $57,179-27.0% | $62,891-33.7% |
| Participation rate | 79.0% | 70.5%+8.5pp | 75.3%+3.7pp | 69.3%+9.7pp |
| Annual return | 6.62% | 9.23%-2.6pp | 14.59%-8.0pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,968 | $1,874+5.0% | $2,682-26.6% | $2,281-13.7% |
| Participant deferral / active EE | $2,821 | $2,374+18.8% | $3,096-8.9% | $3,203-11.9% |
| Admin fee / account holder | $297 | $2,592-88.6% | $3,139-90.5% | $4,296-93.1% |