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 | $161,352-19.8% | $134,172-3.6% | $137,256-5.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 15.19% | 28.72%-13.5pp | 25.30%-10.1pp | 220.34%-205.2pp |
| Employer contribution / active EE | $5,725 | $4,099+39.7% | $3,420+67.4% | $4,156+37.7% |
| Participant deferral / active EE | $8,945 | $5,552+61.1% | $4,690+90.7% | $6,407+39.6% |
| Admin fee / account holder | $15 | $15,028-99.9% | $12,016-99.9% | $12,270-99.9% |