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 | $162,365 | $99,020+64.0% | $86,590+87.5% | $147,584+10.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.74% | 1312.34%-1297.6pp | 964.84%-950.1pp | 578.55%-563.8pp |
| Employer contribution / active EE | $11,944 | $3,132+281.4% | $2,839+320.7% | $4,876+144.9% |
| Participant deferral / active EE | $6,500 | $3,972+63.6% | $3,609+80.1% | $5,439+19.5% |
| Admin fee / account holder | $91 | $5,710-98.4% | $4,906-98.1% | $10,885-99.2% |