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 | $326,275 | $67,331+384.6% | $60,874+436.0% | $134,475+142.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -6.70% | 49.93%-56.6pp | 16.90%-23.6pp | 417.96%-424.7pp |
| Employer contribution / active EE | $17,778 | $3,096+474.1% | $2,701+558.1% | $4,740+275.1% |
| Participant deferral / active EE | $8,490 | $4,538+87.1% | $3,817+122.4% | $6,400+32.7% |
| Admin fee / account holder | $238 | $4,582-94.8% | $3,224-92.6% | $11,426-97.9% |