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 | $57,979 | $136,307-57.5% | $106,619-45.6% | $273,961-78.8% |
| Participation rate | 87.5% | 84.8%+2.7pp | 78.0%+9.5pp | 83.0%+4.5pp |
| Annual return | 6.37% | 11.05%-4.7pp | 9.42%-3.1pp | 41.45%-35.1pp |
| Employer contribution / active EE | $3,902 | $5,190-24.8% | $3,947-1.1% | $4,869-19.9% |
| Participant deferral / active EE | $4,154 | $4,969-16.4% | $3,930+5.7% | $5,287-21.4% |
| Admin fee / account holder | -$268 | $8,625-103.1% | $6,418-104.2% | $10,132-102.6% |