Filed June 22, 2010
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 | $132,209 | $90,503+46.1% | $78,689+68.0% | $273,961-51.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.21% | 75.60%-67.4pp | 62.18%-54.0pp | 41.45%-33.2pp |
| Employer contribution / active EE | $6,827 | $3,176+115.0% | $2,851+139.5% | $4,869+40.2% |
| Participant deferral / active EE | $11,520 | $3,901+195.3% | $3,517+227.6% | $5,287+117.9% |
| Admin fee / account holder | $222 | $5,263-95.8% | $4,510-95.1% | $10,132-97.8% |