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 | $79,330 | $77,813+1.9% | $123,544-35.8% | $64,186+23.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.35% | 12.48%-16.8pp | 119.20%-123.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $2,466 | $3,014-18.2% | $4,628-46.7% | $2,381+3.6% |
| Participant deferral / active EE | $4,448 | $5,240-15.1% | $6,426-30.8% | $3,470+28.2% |
| Admin fee / account holder | $144 | $5,519-97.4% | $9,284-98.4% | $4,888-97.1% |