Filed June 8, 2009 (most recent of 3 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,093 | $95,416-41.2% | $185,823-69.8% | $85,850-34.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.32% | 23.59%-12.3pp | 122.05%-110.7pp | 318.53%-307.2pp |
| Employer contribution / active EE | $6,243 | $3,314+88.4% | $5,167+20.8% | $2,565+143.4% |
| Participant deferral / active EE | $6,164 | $3,423+80.1% | $5,568+10.7% | $3,952+56.0% |
| Admin fee / account holder | $65 | $7,213-99.1% | $16,237-99.6% | $6,260-99.0% |