Filed August 14, 2009 (most recent of 3 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 | $40,843 | $59,107-30.9% | $86,436-52.7% | $68,494-40.4% |
| Participation rate | 96.2% | 75.2%+20.9pp | 80.3%+15.8pp | 67.9%+28.3pp |
| Annual return | -20.62% | -0.23%-20.4pp | 4394.89%-4415.5pp | -7.84%-12.8pp |
| Employer contribution / active EE | $17,422 | $2,519+591.6% | $3,769+362.3% | $2,596+571.0% |
| Participant deferral / active EE | $0 | $5,901-100.0% | $6,952-100.0% | $4,027-100.0% |
| Admin fee / account holder | $63 | $5,637-98.9% | $6,731-99.1% | $5,403-98.8% |