Filed February 12, 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 | $78,895 | $113,935-30.8% | $94,224-16.3% | $125,391-37.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.75% | 5.29%-7.0pp | 10.68%-12.4pp | 282.22%-284.0pp |
| Employer contribution / active EE | $2,662 | $4,727-43.7% | $3,587-25.8% | $4,866-45.3% |
| Participant deferral / active EE | $4,482 | $5,179-13.4% | $4,320+3.8% | $5,352-16.2% |
| Admin fee / account holder | $247 | $8,391-97.1% | $6,269-96.1% | $9,540-97.4% |