Filed April 21, 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 | $227,758 | $180,028+26.5% | $138,135+64.9% | $158,922+43.3% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 12.52% | 21.68%-9.2pp | 20.51%-8.0pp | 302.83%-290.3pp |
| Employer contribution / active EE | $29,198 | $7,470+290.9% | $5,587+422.6% | $4,761+513.2% |
| Participant deferral / active EE | $10,000 | $7,717+29.6% | $6,431+55.5% | $5,982+67.2% |
| Admin fee / account holder | $0 | $17,912-100.0% | $11,856-100.0% | $11,246-100.0% |