Filed January 30, 2010
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 | $131,868 | $171,865-23.3% | $149,718-11.9% | $147,584-10.6% |
| Participation rate | 90.9% | 88.2%+2.7pp | 87.1%+3.8pp | 82.8%+8.1pp |
| Annual return | 15.72% | 2113.22%-2097.5pp | 1501.63%-1485.9pp | 578.55%-562.8pp |
| Employer contribution / active EE | $2,268 | $6,275-63.9% | $5,445-58.3% | $4,876-53.5% |
| Participant deferral / active EE | $7,307 | $7,271+0.5% | $6,569+11.2% | $5,439+34.3% |
| Admin fee / account holder | $296 | $13,799-97.9% | $11,283-97.4% | $10,885-97.3% |