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 | $31,412 | $58,828-46.6% | $77,999-59.7% | $62,891-50.1% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 5.96% | 17.16%-11.2pp | 425.96%-420.0pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,490 | $1,672-10.9% | $2,470-39.7% | $2,281-34.7% |
| Participant deferral / active EE | $1,404 | $2,686-47.7% | $3,497-59.9% | $3,203-56.2% |
| Admin fee / account holder | $17 | $4,393-99.6% | $5,480-99.7% | $4,296-99.6% |