Filed December 6, 2010 (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 | $261,724 | $81,632+220.6% | $70,449+271.5% | $158,922+64.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 9.74% | 208.40%-198.7pp | 109.03%-99.3pp | 302.83%-293.1pp |
| Employer contribution / active EE | $16,271 | $3,217+405.8% | $2,737+494.6% | $4,761+241.7% |
| Participant deferral / active EE | $3,960 | $4,554-13.0% | $3,709+6.8% | $5,982-33.8% |
| Admin fee / account holder | $151 | $6,193-97.6% | $3,845-96.1% | $11,246-98.7% |