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 | $78,716 | $183,519-57.1% | $155,509-49.4% | $145,922-46.1% |
| Participation rate | 91.3% | 82.7%+8.6pp | 78.2%+13.1pp | 80.3%+11.0pp |
| Annual return | 12.87% | 61.17%-48.3pp | 64.67%-51.8pp | 561.29%-548.4pp |
| Employer contribution / active EE | $7,842 | $5,313+47.6% | $4,672+67.8% | $4,660+68.3% |
| Participant deferral / active EE | $18,068 | $6,462+179.6% | $5,626+221.1% | $6,688+170.2% |
| Admin fee / account holder | $258 | $19,313-98.7% | $15,912-98.4% | $13,397-98.1% |