Filed August 20, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $284,232 | $209,832+35.5% | $189,513+50.0% | $167,490+69.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.40% | 748.27%-733.9pp | 555.15%-540.8pp | 478.56%-464.2pp |
| Employer contribution / active EE | $1,083 | $6,914-84.3% | $6,162-82.4% | $4,837-77.6% |
| Participant deferral / active EE | $13,228 | $8,935+48.0% | $8,221+60.9% | $6,341+108.6% |
| Admin fee / account holder | $32 | $14,293-99.8% | $12,045-99.7% | $12,309-99.7% |