Filed March 20, 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 | $38,355 | $153,311-75.0% | $109,313-64.9% | $273,961-86.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 11.55% | 29.86%-18.3pp | 22.07%-10.5pp | 41.45%-29.9pp |
| Employer contribution / active EE | $4,462 | $5,619-20.6% | $3,892+14.6% | $4,869-8.3% |
| Participant deferral / active EE | $1,280 | $3,932-67.5% | $3,166-59.6% | $5,287-75.8% |
| Admin fee / account holder | $17 | $8,076-99.8% | $5,666-99.7% | $10,132-99.8% |