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 | $434,213 | $167,484+159.3% | $151,611+186.4% | $134,475+222.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.45% | 7.80%-27.2pp | 3.33%-22.8pp | 417.96%-437.4pp |
| Employer contribution / active EE | $4,397 | $6,829-35.6% | $6,166-28.7% | $4,740-7.2% |
| Participant deferral / active EE | $15,356 | $8,986+70.9% | $8,363+83.6% | $6,400+140.0% |
| Admin fee / account holder | $75 | $13,783-99.5% | $11,616-99.4% | $11,426-99.3% |