Filed February 10, 2010 (most recent of 2 filings on file)
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 | $32,575 | $102,317-68.2% | $146,958-77.8% | $80,856-59.7% |
| Participation rate | 97.9% | 75.8%+22.0pp | 82.2%+15.7pp | 67.6%+30.2pp |
| Annual return | 16.04% | 134.76%-118.7pp | 418.34%-402.3pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,536 | $3,713-58.6% | $4,933-68.9% | $2,755-44.2% |
| Participant deferral / active EE | $5,630 | $6,644-15.3% | $8,070-30.2% | $4,296+31.1% |
| Admin fee / account holder | $135 | $7,941-98.3% | $12,998-99.0% | $6,918-98.1% |