Filed June 22, 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 | $129,387 | $163,101-20.7% | $136,749-5.4% | $142,382-9.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.19% | 27.54%-12.4pp | 24.33%-9.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $5,725 | $4,117+39.1% | $3,400+68.4% | $4,299+33.2% |
| Participant deferral / active EE | $8,945 | $5,585+60.2% | $4,692+90.6% | $6,507+37.5% |
| Admin fee / account holder | $15 | $14,318-99.9% | $11,386-99.9% | $12,624-99.9% |