Filed October 29, 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 | $98,567 | $60,124+63.9% | $90,404+9.0% | $79,858+23.4% |
| Participation rate | 85.3% | 65.0%+20.4pp | 72.7%+12.7pp | 69.6%+15.7pp |
| Annual return | 114.25% | 71.94%+42.3pp | 1293.02%-1178.8pp | 31.71%+82.5pp |
| Employer contribution / active EE | $2,531 | $2,068+22.4% | $3,262-22.4% | $2,471+2.4% |
| Participant deferral / active EE | $3,459 | $2,938+17.7% | $3,963-12.7% | $3,740-7.5% |
| Admin fee / account holder | $228 | $3,976-94.3% | $5,611-95.9% | $5,306-95.7% |