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 | $54,618 | $137,414-60.3% | $189,513-71.2% | $85,850-36.4% |
| Participation rate | 80.6% | 84.6%-4.1pp | 87.8%-7.3pp | 69.3%+11.2pp |
| Annual return | 13.85% | 38.14%-24.3pp | 555.15%-541.3pp | 318.53%-304.7pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,105 | $6,260-82.3% | $8,221-86.6% | $3,952-72.0% |
| Admin fee / account holder | $240 | $8,630-97.2% | $12,045-98.0% | $6,260-96.2% |