Filed June 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 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 | $177,464 | $92,703+91.4% | $82,719+114.5% | $134,475+32.0% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -12.64% | 944.92%-957.6pp | 701.18%-713.8pp | 417.96%-430.6pp |
| Employer contribution / active EE | $1,822 | $3,274-44.3% | $3,009-39.4% | $4,740-61.6% |
| Participant deferral / active EE | $3,602 | $4,802-25.0% | $4,395-18.0% | $6,400-43.7% |
| Admin fee / account holder | $1 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |