Filed February 11, 2011
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 | $34,063 | $91,190-62.6% | $178,490-80.9% | $79,858-57.3% |
| Participation rate | 78.8% | 69.2%+9.6pp | 81.9%-3.1pp | 69.6%+9.2pp |
| Annual return | 14.61% | 24.19%-9.6pp | 151.07%-136.5pp | 31.71%-17.1pp |
| Employer contribution / active EE | $527 | $3,256-83.8% | $5,011-89.5% | $2,471-78.7% |
| Participant deferral / active EE | $1,890 | $3,236-41.6% | $5,202-63.7% | $3,740-49.5% |
| Admin fee / account holder | $111 | $6,751-98.4% | $13,984-99.2% | $5,306-97.9% |