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 4-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 | $26,536 | $167,307-84.1% | $143,757-81.5% | $134,475-80.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 0.46%-0.5pp | -0.04%0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $10,080 | $5,619+79.4% | $4,951+103.6% | $4,740+112.7% |
| Participant deferral / active EE | $22,672 | $6,446+251.7% | $5,637+302.2% | $6,400+254.3% |
| Admin fee / account holder | $102 | $18,088-99.4% | $14,673-99.3% | $11,426-99.1% |