Filed April 17, 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 | $69,342 | $76,552-9.4% | $123,892-44.0% | $62,891+10.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.83% | 18.68%-9.8pp | 47.52%-38.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $2,149 | $2,883-25.4% | $4,617-53.4% | $2,281-5.8% |
| Participant deferral / active EE | $4,954 | $4,840+2.4% | $5,984-17.2% | $3,203+54.7% |
| Admin fee / account holder | $99 | $4,826-97.9% | $8,357-98.8% | $4,296-97.7% |