Filed May 15, 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 | $33,896 | $90,320-62.5% | $59,496-43.0% | $125,391-73.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | 33.54% | 369.13%-335.6pp | 182.05%-148.5pp | 282.22%-248.7pp |
| Employer contribution / active EE | $435 | $1,792-75.7% | $1,153-62.3% | $4,866-91.1% |
| Participant deferral / active EE | $512 | $2,716-81.2% | $1,829-72.0% | $5,352-90.4% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,540-100.0% |