Filed July 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 | $87,669 | $87,841-0.2% | $133,980-34.6% | $62,891+39.4% |
| Participation rate | 94.7% | 83.4%+11.4pp | 87.1%+7.7pp | 69.3%+25.4pp |
| Annual return | 8.87% | 12.05%-3.2pp | 29.30%-20.4pp | 20.14%-11.3pp |
| Employer contribution / active EE | $4,725 | $3,483+35.6% | $5,211-9.3% | $2,281+107.1% |
| Participant deferral / active EE | $2,394 | $4,812-50.2% | $6,282-61.9% | $3,203-25.3% |
| Admin fee / account holder | $129 | $5,371-97.6% | $9,324-98.6% | $4,296-97.0% |