Filed September 1, 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 | $33,514 | $49,177-31.9% | $79,464-57.8% | $64,186-47.8% |
| Participation rate | 89.7% | 65.0%+24.6pp | 73.3%+16.3pp | 69.6%+20.1pp |
| Annual return | -7.67% | -1.16%-6.5pp | 718.14%-725.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $402 | $2,076-80.6% | $2,800-85.7% | $2,381-83.1% |
| Participant deferral / active EE | $2,764 | $2,821-2.0% | $3,704-25.4% | $3,470-20.3% |
| Admin fee / account holder | $31 | $3,839-99.2% | $5,113-99.4% | $4,888-99.4% |