Filed March 31, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $418,358 | $183,963+127.4% | $162,163+158.0% | $152,861+173.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 32.65% | 150.76%-118.1pp | 115.59%-82.9pp | 345.32%-312.7pp |
| Employer contribution / active EE | $4,367 | $6,371-31.5% | $5,614-22.2% | $4,762-8.3% |
| Participant deferral / active EE | $13,073 | $8,034+62.7% | $7,298+79.1% | $5,850+123.5% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |