Filed December 28, 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 | $44,647 | $100,041-55.4% | $149,718-70.2% | $70,131-36.3% |
| Participation rate | 77.8% | 83.6%-5.8pp | 87.1%-9.3pp | 69.5%+8.2pp |
| Annual return | 16.65% | 27.43%-10.8pp | 1501.63%-1485.0pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,515 | $3,662-58.6% | $5,445-72.2% | $2,342-35.3% |
| Participant deferral / active EE | $3,293 | $4,983-33.9% | $6,569-49.9% | $3,332-1.2% |
| Admin fee / account holder | $96 | $8,286-98.8% | $11,283-99.1% | $4,645-97.9% |