Filed September 23, 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 | $101,531 | $148,978-31.8% | $200,582-49.4% | $84,808+19.7% |
| Participation rate | 92.6% | 84.2%+8.4pp | 86.9%+5.7pp | 68.3%+24.3pp |
| Annual return | 16.68% | 28.16%-11.5pp | 42.33%-25.7pp | 40.90%-24.2pp |
| Employer contribution / active EE | $7,407 | $4,815+53.8% | $6,419+15.4% | $2,631+181.5% |
| Participant deferral / active EE | $0 | $7,142-100.0% | $9,331-100.0% | $4,212-100.0% |
| Admin fee / account holder | $0 | $13,977-100.0% | $16,305-100.0% | $7,344-100.0% |