Filed December 15, 2011 (most recent of 2 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,130 | $90,600+197.1% | $79,464+238.7% | $135,375+98.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -0.72% | 977.43%-978.2pp | 718.14%-718.9pp | 519.73%-520.5pp |
| Employer contribution / active EE | $10,354 | $3,068+237.5% | $2,800+269.7% | $4,779+116.7% |
| Participant deferral / active EE | $9,640 | $4,050+138.0% | $3,704+160.3% | $5,609+71.9% |
| Admin fee / account holder | $41 | $5,907-99.3% | $5,113-99.2% | $10,827-99.6% |