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 | $315,619 | $102,966+206.5% | $90,281+249.6% | $152,861+106.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 11.62% | 95.16%-83.5pp | 78.10%-66.5pp | 345.32%-333.7pp |
| Employer contribution / active EE | $14,840 | $3,139+372.8% | $2,854+419.9% | $4,762+211.6% |
| Participant deferral / active EE | $11,775 | $4,281+175.0% | $3,885+203.1% | $5,850+101.3% |
| Admin fee / account holder | $69 | $6,171-98.9% | $5,351-98.7% | $11,596-99.4% |