Filed April 4, 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 | $155,017 | $90,503+71.3% | $78,689+97.0% | $273,961-43.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.07% | 75.60%-71.5pp | 62.18%-58.1pp | 41.45%-37.4pp |
| Employer contribution / active EE | $3,532 | $3,176+11.2% | $2,851+23.9% | $4,869-27.5% |
| Participant deferral / active EE | $2,571 | $3,901-34.1% | $3,517-26.9% | $5,287-51.4% |
| Admin fee / account holder | $16 | $5,263-99.7% | $4,510-99.6% | $10,132-99.8% |