Filed June 30, 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 | $199,810 | $92,703+115.5% | $82,719+141.6% | $134,475+48.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.98% | 944.92%-963.9pp | 701.18%-720.2pp | 417.96%-436.9pp |
| Employer contribution / active EE | $6,374 | $3,274+94.7% | $3,009+111.8% | $4,740+34.5% |
| Participant deferral / active EE | $12,118 | $4,802+152.4% | $4,395+175.7% | $6,400+89.4% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |