Filed June 8, 2009 (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 | $59,845 | $48,364+23.7% | $71,796-16.6% | $62,891-4.8% |
| Participation rate | 94.9% | 60.6%+34.2pp | 69.1%+25.8pp | 69.3%+25.6pp |
| Annual return | 10.35% | 13.16%-2.8pp | 78.04%-67.7pp | 20.14%-9.8pp |
| Employer contribution / active EE | $2,480 | $1,042+138.0% | $1,924+28.9% | $2,281+8.7% |
| Participant deferral / active EE | $2,831 | $2,091+35.4% | $2,794+1.3% | $3,203-11.6% |
| Admin fee / account holder | $284 | $3,771-92.5% | $4,815-94.1% | $4,296-93.4% |