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 | $68,739 | $50,958+34.9% | $74,550-7.8% | $64,186+7.1% |
| Participation rate | 95.1% | 61.1%+34.1pp | 69.1%+26.0pp | 69.6%+25.6pp |
| Annual return | -6.50% | -1.86%-4.6pp | 32.53%-39.0pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,518 | $1,115+125.8% | $1,961+28.4% | $2,381+5.8% |
| Participant deferral / active EE | $3,590 | $2,301+56.0% | $3,108+15.5% | $3,470+3.5% |
| Admin fee / account holder | $278 | $4,223-93.4% | $5,060-94.5% | $4,888-94.3% |