Filed February 14, 2011
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 | $143,730 | $100,754+42.7% | $86,677+65.8% | $134,475+6.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.03% | 29.04%-45.1pp | 35.91%-51.9pp | 417.96%-434.0pp |
| Employer contribution / active EE | $4,572 | $3,489+31.0% | $2,836+61.2% | $4,740-3.5% |
| Participant deferral / active EE | $13,109 | $5,338+145.6% | $4,656+181.6% | $6,400+104.8% |
| Admin fee / account holder | $152 | $10,926-98.6% | $7,493-98.0% | $11,426-98.7% |