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 | $76,317 | $67,606+12.9% | $82,313-7.3% | $70,131+8.8% |
| Participation rate | 96.3% | 72.8%+23.5pp | 76.9%+19.4pp | 69.5%+26.8pp |
| Annual return | 13.00% | 21.57%-8.6pp | 25.88%-12.9pp | 73.14%-60.1pp |
| Employer contribution / active EE | $2,122 | $1,755+20.9% | $2,428-12.6% | $2,342-9.4% |
| Participant deferral / active EE | $3,125 | $2,987+4.6% | $3,706-15.7% | $3,332-6.2% |
| Admin fee / account holder | $285 | $4,512-93.7% | $5,608-94.9% | $4,645-93.9% |