Filed February 5, 2012 (most recent of 4 filings on file)
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 | $179,138 | $86,699+106.6% | $73,307+144.4% | $125,391+42.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -1.40% | 2.78%-4.2pp | 5.67%-7.1pp | 282.22%-283.6pp |
| Employer contribution / active EE | $7,362 | $4,152+77.3% | $3,237+127.4% | $4,866+51.3% |
| Participant deferral / active EE | $6,037 | $5,550+8.8% | $4,991+21.0% | $5,352+12.8% |
| Admin fee / account holder | $0 | $7,771-100.0% | $5,637-100.0% | $9,540-100.0% |