Filed July 31, 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 | $50,175 | $162,781-69.2% | $133,956-62.5% | $158,922-68.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.86% | 41.94%-27.1pp | 45.09%-30.2pp | 302.83%-288.0pp |
| Employer contribution / active EE | $2,803 | $4,975-43.7% | $3,919-28.5% | $4,761-41.1% |
| Participant deferral / active EE | $8,281 | $5,911+40.1% | $5,048+64.1% | $5,982+38.4% |
| Admin fee / account holder | $214 | $11,736-98.2% | $8,927-97.6% | $11,246-98.1% |