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 | $187,848 | $100,852+86.3% | $90,404+107.8% | $158,922+18.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.85% | 1724.20%-1704.4pp | 1293.02%-1273.2pp | 302.83%-283.0pp |
| Employer contribution / active EE | $3,545 | $3,689-3.9% | $3,262+8.7% | $4,761-25.5% |
| Participant deferral / active EE | $8,913 | $4,348+105.0% | $3,963+124.9% | $5,982+49.0% |
| Admin fee / account holder | $39 | $6,501-99.4% | $5,611-99.3% | $11,246-99.7% |