Filed October 11, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,418 | $90,600+34.0% | $79,464+52.8% | $135,375-10.3% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -6.22% | 977.43%-983.7pp | 718.14%-724.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $4,453 | $3,068+45.1% | $2,800+59.0% | $4,779-6.8% |
| Participant deferral / active EE | $6,505 | $4,050+60.6% | $3,704+75.6% | $5,609+16.0% |
| Admin fee / account holder | $11 | $5,907-99.8% | $5,113-99.8% | $10,827-99.9% |