Filed April 29, 2011 (most recent of 3 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,743 | $84,695+101.6% | $73,843+131.2% | $125,391+36.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.89% | 3123.53%-3124.4pp | 2267.84%-2268.7pp | 282.22%-283.1pp |
| Employer contribution / active EE | $7,935 | $3,123+154.1% | $2,787+184.7% | $4,866+63.1% |
| Participant deferral / active EE | $11,054 | $3,992+176.9% | $3,583+208.5% | $5,352+106.6% |
| Admin fee / account holder | $3 | $5,691-99.9% | $4,880-99.9% | $9,540-100.0% |