Filed December 2, 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 | $48,864 | $87,841-44.4% | $133,980-63.5% | $62,891-22.3% |
| Participation rate | 96.1% | 83.4%+12.7pp | 87.1%+9.0pp | 69.3%+26.8pp |
| Annual return | 7.73% | 12.05%-4.3pp | 29.30%-21.6pp | 20.14%-12.4pp |
| Employer contribution / active EE | $2,508 | $3,483-28.0% | $5,211-51.9% | $2,281+10.0% |
| Participant deferral / active EE | $3,654 | $4,812-24.1% | $6,282-41.8% | $3,203+14.1% |
| Admin fee / account holder | $244 | $5,371-95.4% | $9,324-97.4% | $4,296-94.3% |