Filed July 9, 2009 (most recent of 2 filings on file)
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 | $75,959 | $91,190-16.7% | $178,490-57.4% | $79,858-4.9% |
| Participation rate | 77.1% | 69.2%+7.9pp | 81.9%-4.8pp | 69.6%+7.5pp |
| Annual return | 19.62% | 24.19%-4.6pp | 151.07%-131.5pp | 31.71%-12.1pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $13,149 | $3,236+306.3% | $5,202+152.8% | $3,740+251.6% |
| Admin fee / account holder | $257 | $6,751-96.2% | $13,984-98.2% | $5,306-95.2% |