Filed March 29, 2012 (most recent of 3 filings on file)
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 | $46,754 | $118,450-60.5% | $98,439-52.5% | $139,434-66.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 17.77% | 18.94%-1.2pp | 21.16%-3.4pp | 372.94%-355.2pp |
| Employer contribution / active EE | $6,395 | $3,609+77.2% | $3,048+109.8% | $4,751+34.6% |
| Participant deferral / active EE | $8,516 | $5,392+57.9% | $4,738+79.7% | $6,710+26.9% |
| Admin fee / account holder | $298 | $14,026-97.9% | $8,948-96.7% | $11,403-97.4% |