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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,025 | $201,272+14.8% | $184,203+25.4% | $145,922+58.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.26% | 29.00%-17.7pp | 28.81%-17.6pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,456 | $7,022-65.0% | $6,427-61.8% | $4,660-47.3% |
| Participant deferral / active EE | $12,256 | $9,806+25.0% | $9,131+34.2% | $6,688+83.3% |
| Admin fee / account holder | $228 | $16,364-98.6% | $13,901-98.4% | $13,397-98.3% |