Filed February 3, 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 | $155,942 | $176,056-11.4% | $159,436-2.2% | $167,490-6.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.14% | 331.75%-314.6pp | 263.57%-246.4pp | 478.56%-461.4pp |
| Employer contribution / active EE | $6,185 | $5,297+16.8% | $4,829+28.1% | $4,837+27.9% |
| Participant deferral / active EE | $8,738 | $7,750+12.8% | $7,352+18.9% | $6,341+37.8% |
| Admin fee / account holder | $196 | $12,554-98.4% | $10,799-98.2% | $12,309-98.4% |