Filed November 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 | $60,320 | $102,966-41.4% | $90,281-33.2% | $152,861-60.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 18.84% | 95.16%-76.3pp | 78.10%-59.3pp | 345.32%-326.5pp |
| Employer contribution / active EE | $8,392 | $3,139+167.4% | $2,854+194.0% | $4,762+76.2% |
| Participant deferral / active EE | $12,037 | $4,281+181.1% | $3,885+209.8% | $5,850+105.7% |
| Admin fee / account holder | $20 | $6,171-99.7% | $5,351-99.6% | $11,596-99.8% |