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 | $115,606 | $98,750+17.1% | $149,696-22.8% | $79,858+44.8% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.5%+6.8pp | 69.6%+19.7pp |
| Annual return | 20.73% | 27.43%-6.7pp | 276.60%-255.9pp | 31.71%-11.0pp |
| Employer contribution / active EE | $2,227 | $3,216-30.8% | $4,644-52.1% | $2,471-9.9% |
| Participant deferral / active EE | $5,396 | $5,680-5.0% | $6,842-21.1% | $3,740+44.3% |
| Admin fee / account holder | $152 | $6,053-97.5% | $9,309-98.4% | $5,306-97.1% |