Filed January 29, 2012
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 | $59,073 | $60,349-2.1% | $74,183-20.4% | $62,891-6.1% |
| Participation rate | 96.4% | 72.7%+23.7pp | 76.6%+19.8pp | 69.3%+27.1pp |
| Annual return | 10.82% | 21.37%-10.6pp | 17.74%-6.9pp | 20.14%-9.3pp |
| Employer contribution / active EE | $2,054 | $1,680+22.2% | $2,370-13.3% | $2,281-10.0% |
| Participant deferral / active EE | $2,794 | $2,856-2.2% | $3,550-21.3% | $3,203-12.8% |
| Admin fee / account holder | $152 | $4,261-96.4% | $5,586-97.3% | $4,296-96.5% |