Filed June 8, 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 | $33,772 | $77,899-56.6% | $149,673-77.4% | $75,163-55.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 20.84% | 31.72%-10.9pp | 134.42%-113.6pp | 160.62%-139.8pp |
| Employer contribution / active EE | $1,046 | $3,137-66.7% | $4,818-78.3% | $2,670-60.8% |
| Participant deferral / active EE | $2,854 | $3,411-16.3% | $5,680-49.8% | $4,125-30.8% |
| Admin fee / account holder | $43 | $5,956-99.3% | $13,210-99.7% | $5,651-99.2% |