Filed March 12, 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 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 | $145,265 | $123,793+17.3% | $177,821-18.3% | $79,858+81.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 18.71% | 22.82%-4.1pp | 48.32%-29.6pp | 31.71%-13.0pp |
| Employer contribution / active EE | $5,583 | $4,095+36.3% | $5,918-5.7% | $2,471+126.0% |
| Participant deferral / active EE | $6,002 | $5,956+0.8% | $7,714-22.2% | $3,740+60.5% |
| Admin fee / account holder | $292 | $7,243-96.0% | $12,427-97.7% | $5,306-94.5% |