Filed July 24, 2010 (most recent of 2 filings on file)
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 | $49,911 | $123,793-59.7% | $177,821-71.9% | $79,858-37.5% |
| Participation rate | 73.0% | 84.7%-11.7pp | 87.7%-14.7pp | 69.6%+3.3pp |
| Annual return | 18.83% | 22.82%-4.0pp | 48.32%-29.5pp | 31.71%-12.9pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,004 | $5,956-83.1% | $7,714-87.0% | $3,740-73.2% |
| Admin fee / account holder | $206 | $7,243-97.2% | $12,427-98.3% | $5,306-96.1% |