Filed April 21, 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 | $181,505 | $102,966+76.3% | $90,281+101.0% | $152,861+18.7% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.4%-11.0pp |
| Annual return | 22.24% | 95.16%-72.9pp | 78.10%-55.9pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,435 | $3,139-54.3% | $2,854-49.7% | $4,762-69.9% |
| Participant deferral / active EE | $6,724 | $4,281+57.0% | $3,885+73.1% | $5,850+14.9% |
| Admin fee / account holder | $8 | $6,171-99.9% | $5,351-99.9% | $11,596-99.9% |