Filed November 7, 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,100 | $58,523+231.7% | $99,443+95.2% | $72,985+165.9% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 3.15% | 28.51%-25.4pp | 30.72%-27.6pp | 81.00%-77.9pp |
| Employer contribution / active EE | $13,117 | $1,512+767.6% | $2,540+416.5% | $2,440+437.6% |
| Participant deferral / active EE | $3,253 | $2,606+24.8% | $3,619-10.1% | $3,607-9.8% |
| Admin fee / account holder | $256 | $4,102-93.8% | $6,250-95.9% | $5,124-95.0% |