Filed September 8, 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 7-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 | $22,293 | $127,264-82.5% | $109,895-79.7% | $167,490-86.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 11.56% | 22.97%-11.4pp | 29.45%-17.9pp | 478.56%-467.0pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,842-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $6,061 | $4,514+34.3% | $4,048+49.7% | $6,341-4.4% |
| Admin fee / account holder | $196 | $7,114-97.2% | $6,066-96.8% | $12,309-98.4% |