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 | $227,608 | $100,852+125.7% | $90,404+151.8% | $158,922+43.2% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 20.07% | 1724.20%-1704.1pp | 1293.02%-1272.9pp | 302.83%-282.8pp |
| Employer contribution / active EE | $1,554 | $3,689-57.9% | $3,262-52.3% | $4,761-67.4% |
| Participant deferral / active EE | $8,117 | $4,348+86.7% | $3,963+104.8% | $5,982+35.7% |
| Admin fee / account holder | $10 | $6,501-99.8% | $5,611-99.8% | $11,246-99.9% |