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 | $158,540 | $88,751+78.6% | $81,812+93.8% | $145,922+8.6% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 13.78% | 1025.40%-1011.6pp | 773.79%-760.0pp | 561.29%-547.5pp |
| Employer contribution / active EE | $5,440 | $3,083+76.4% | $2,912+86.8% | $4,660+16.7% |
| Participant deferral / active EE | $9,541 | $4,643+105.5% | $4,319+120.9% | $6,688+42.7% |
| Admin fee / account holder | $291 | $8,415-96.5% | $7,386-96.1% | $13,397-97.8% |