Filed June 18, 2010
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 | $127,220 | $88,710+43.4% | $81,783+55.6% | $145,959-12.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.95% | 1027.26%-1014.3pp | 775.05%-762.1pp | 561.95%-549.0pp |
| Employer contribution / active EE | $8,602 | $3,083+179.0% | $2,913+195.3% | $4,661+84.6% |
| Participant deferral / active EE | $7,848 | $4,645+69.0% | $4,320+81.7% | $6,689+17.3% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |