Filed April 21, 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 | $0 | $77,813-100.0% | $123,544-100.0% | $64,186-100.0% |
| Participation rate | 0.0% | 74.7%-74.7pp | 82.3%-82.3pp | 69.6%-69.6pp |
| Annual return | -2.29% | 12.48%-14.8pp | 119.20%-121.5pp | 7.63%-9.9pp |
| Employer contribution / active EE | $2,935 | $3,014-2.6% | $4,628-36.6% | $2,381+23.3% |
| Participant deferral / active EE | $2,426 | $5,240-53.7% | $6,426-62.2% | $3,470-30.1% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |