Filed June 8, 2009
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 | $131,921 | $99,020+33.2% | $86,590+52.4% | $147,584-10.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.96% | 1312.34%-1291.4pp | 964.84%-943.9pp | 578.55%-557.6pp |
| Employer contribution / active EE | $9,350 | $3,132+198.5% | $2,839+229.3% | $4,876+91.7% |
| Participant deferral / active EE | $10,301 | $3,972+159.3% | $3,609+185.5% | $5,439+89.4% |
| Admin fee / account holder | $87 | $5,710-98.5% | $4,906-98.2% | $10,885-99.2% |