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 | $337,279 | $69,207+387.3% | $64,056+426.5% | $139,434+141.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.67% | 45.88%-35.2pp | 33.69%-23.0pp | 372.94%-362.3pp |
| Employer contribution / active EE | $14,528 | $3,182+356.5% | $2,747+428.9% | $4,751+205.8% |
| Participant deferral / active EE | $6,325 | $4,682+35.1% | $3,880+63.0% | $6,710-5.7% |
| Admin fee / account holder | $218 | $4,244-94.9% | $3,068-92.9% | $11,403-98.1% |