Filed July 7, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,828 | $56,199-55.8% | $67,652-63.3% | $59,632-58.4% |
| Participation rate | 95.2% | 71.5%+23.7pp | 75.7%+19.5pp | 68.7%+26.5pp |
| Annual return | 78.91% | 18505.31%-18426.4pp | 6625.04%-6546.1pp | 2041.28%-1962.4pp |
| Employer contribution / active EE | $528 | $1,614-67.3% | $2,266-76.7% | $2,203-76.0% |
| Participant deferral / active EE | $868 | $2,844-69.5% | $3,560-75.6% | $3,192-72.8% |
| Admin fee / account holder | $127 | $3,958-96.8% | $4,821-97.4% | $4,297-97.1% |