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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,617 | $54,541+33.1% | $78,778-7.8% | $70,131+3.5% |
| Participation rate | 94.6% | 60.8%+33.8pp | 69.2%+25.4pp | 69.5%+25.1pp |
| Annual return | 11.41% | 21.07%-9.7pp | 35.62%-24.2pp | 73.14%-61.7pp |
| Employer contribution / active EE | $2,982 | $1,089+174.0% | $1,986+50.2% | $2,342+27.3% |
| Participant deferral / active EE | $3,434 | $2,210+55.4% | $2,958+16.1% | $3,332+3.1% |
| Admin fee / account holder | $153 | $3,709-95.9% | $5,134-97.0% | $4,645-96.7% |