Filed July 15, 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,032-100.0% | $123,104-100.0% | $59,632-100.0% |
| Participation rate | 0.0% | 83.2%-83.2pp | 86.8%-86.8pp | 68.7%-68.7pp |
| Annual return | -8.13% | 5.12%-13.3pp | 13.22%-21.4pp | 2041.28%-2049.4pp |
| Employer contribution / active EE | $1,969 | $3,297-40.3% | $5,151-61.8% | $2,203-10.6% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,230-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $5,881-100.0% | $9,015-100.0% | $4,297-100.0% |