Filed October 2, 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 | $140,798 | $107,791+30.6% | $90,645+55.3% | $135,375+4.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -4.92% | -0.90%-4.0pp | 1.88%-6.8pp | 519.73%-524.6pp |
| Employer contribution / active EE | $4,984 | $3,018+65.2% | $2,532+96.9% | $4,779+4.3% |
| Participant deferral / active EE | $7,895 | $3,872+103.9% | $3,425+130.5% | $5,609+40.8% |
| Admin fee / account holder | $3 | $5,930-100.0% | $4,994-99.9% | $10,827-100.0% |