Filed March 10, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,259 | $109,881-96.1% | $150,045-97.2% | $84,808-95.0% |
| Participation rate | 95.7% | 76.1%+19.6pp | 82.3%+13.3pp | 68.3%+27.3pp |
| Annual return | 63.94% | 28.25%+35.7pp | 62.55%+1.4pp | 40.90%+23.0pp |
| Employer contribution / active EE | $1,251 | $3,561-64.9% | $4,693-73.3% | $2,631-52.4% |
| Participant deferral / active EE | $2,019 | $6,636-69.6% | $7,997-74.7% | $4,212-52.1% |
| Admin fee / account holder | $0 | $8,568-100.0% | $13,435-100.0% | $7,344-100.0% |