Filed January 29, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,944 | $110,094-64.6% | $151,611-74.3% | $68,494-43.1% |
| Participation rate | 87.8% | 84.0%+3.8pp | 87.5%+0.3pp | 67.9%+19.9pp |
| Annual return | -12.17% | -10.12%-2.0pp | 3.33%-15.5pp | -7.84%-4.3pp |
| Employer contribution / active EE | $198 | $4,471-95.6% | $6,166-96.8% | $2,596-92.4% |
| Participant deferral / active EE | $4,515 | $6,527-30.8% | $8,363-46.0% | $4,027+12.1% |
| Admin fee / account holder | $89 | $7,719-98.8% | $11,616-99.2% | $5,403-98.3% |