Filed January 4, 2010
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 | $39,775 | $153,772-74.1% | $133,980-70.3% | $273,961-85.5% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 7.76% | 36.51%-28.7pp | 29.30%-21.5pp | 41.45%-33.7pp |
| Employer contribution / active EE | $3,469 | $6,029-42.5% | $5,211-33.4% | $4,869-28.8% |
| Participant deferral / active EE | $6,097 | $6,958-12.4% | $6,282-2.9% | $5,287+15.3% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |