Filed August 27, 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 | $56,727 | $90,503-37.3% | $78,689-27.9% | $273,961-79.3% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 10.00% | 75.60%-65.6pp | 62.18%-52.2pp | 41.45%-31.5pp |
| Employer contribution / active EE | $1,938 | $3,176-39.0% | $2,851-32.0% | $4,869-60.2% |
| Participant deferral / active EE | $4,187 | $3,901+7.3% | $3,517+19.0% | $5,287-20.8% |
| Admin fee / account holder | $13 | $5,263-99.8% | $4,510-99.7% | $10,132-99.9% |