Filed November 10, 2011 (most recent of 3 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 | $37,414 | $73,004-48.8% | $90,749-58.8% | $68,494-45.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -16.35% | -13.81%-2.5pp | -12.16%-4.2pp | -7.84%-8.5pp |
| Employer contribution / active EE | $10,392 | $2,193+373.9% | $2,921+255.8% | $2,596+300.3% |
| Participant deferral / active EE | $0 | $3,627-100.0% | $4,564-100.0% | $4,027-100.0% |
| Admin fee / account holder | $61 | $5,896-99.0% | $8,445-99.3% | $5,403-98.9% |