Filed December 31, 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 9-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 | $57,700 | $150,440-61.6% | $136,294-57.7% | $147,584-60.9% |
| Participation rate | 72.2% | 84.4%-12.2pp | 81.9%-9.7pp | 82.8%-10.6pp |
| Annual return | 0.00% | 1049.08%-1049.1pp | 5155.94%-5155.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $3,110 | $5,256-40.8% | $4,695-33.8% | $4,876-36.2% |
| Participant deferral / active EE | $6,606 | $6,630-0.4% | $6,247+5.8% | $5,439+21.5% |
| Admin fee / account holder | $237 | $10,905-97.8% | $9,243-97.4% | $10,885-97.8% |