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 | $46,064 | $158,817-71.0% | $121,196-62.0% | $135,375-66.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | 10.56% | -0.64%+11.2pp | 16.93%-6.4pp | 519.73%-509.2pp |
| Employer contribution / active EE | $4,681 | $5,665-17.4% | $4,022+16.4% | $4,779-2.0% |
| Participant deferral / active EE | $997 | $4,005-75.1% | $3,344-70.2% | $5,609-82.2% |
| Admin fee / account holder | $20 | $6,512-99.7% | $5,019-99.6% | $10,827-99.8% |