Filed April 7, 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 | $81,964 | $54,726+49.8% | $68,793+19.1% | $64,186+27.7% |
| Participation rate | 83.3% | 68.0%+15.3pp | 72.2%+11.1pp | 69.6%+13.8pp |
| Annual return | 1.23% | -1.62%+2.8pp | -4.63%+5.9pp | 7.63%-6.4pp |
| Employer contribution / active EE | $567 | $1,846-69.3% | $2,625-78.4% | $2,381-76.2% |
| Participant deferral / active EE | $5,087 | $2,626+93.7% | $3,311+53.6% | $3,470+46.6% |
| Admin fee / account holder | $291 | $4,027-92.8% | $5,131-94.3% | $4,888-94.0% |