Filed December 2, 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 | $128,106 | $90,503+41.5% | $78,689+62.8% | $273,961-53.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.58% | 75.60%-65.0pp | 62.18%-51.6pp | 41.45%-30.9pp |
| Employer contribution / active EE | $11,172 | $3,176+251.8% | $2,851+291.9% | $4,869+129.5% |
| Participant deferral / active EE | $5,980 | $3,901+53.3% | $3,517+70.0% | $5,287+13.1% |
| Admin fee / account holder | $54 | $5,263-99.0% | $4,510-98.8% | $10,132-99.5% |