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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,872 | $74,888+220.3% | $71,209+236.9% | $142,382+68.5% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 9.55% | 345.14%-335.6pp | 282.51%-273.0pp | 217.08%-207.5pp |
| Employer contribution / active EE | $2,272 | $2,854-20.4% | $2,721-16.5% | $4,299-47.1% |
| Participant deferral / active EE | $3,685 | $4,454-17.3% | $4,175-11.7% | $6,507-43.4% |
| Admin fee / account holder | $4 | $5,568-99.9% | $5,349-99.9% | $12,624-100.0% |