Filed July 24, 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 8-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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,398 | $121,625+59.8% | $104,607+85.8% | $158,922+22.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -0.82% | 465.26%-466.1pp | 340.46%-341.3pp | 302.83%-303.6pp |
| Employer contribution / active EE | $4,881 | $3,163+54.3% | $2,681+82.1% | $4,761+2.5% |
| Participant deferral / active EE | $23,691 | $4,177+467.1% | $3,740+533.5% | $5,982+296.0% |
| Admin fee / account holder | $226 | $7,787-97.1% | $6,473-96.5% | $11,246-98.0% |