Filed October 22, 2010
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 | $34,823 | $88,707-60.7% | $74,183-53.1% | $273,961-87.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.48% | 11.94%-3.5pp | 17.74%-9.3pp | 41.45%-33.0pp |
| Employer contribution / active EE | $1,626 | $3,159-48.5% | $2,370-31.4% | $4,869-66.6% |
| Participant deferral / active EE | $3,517 | $4,212-16.5% | $3,550-0.9% | $5,287-33.5% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |