Filed July 1, 2011 (most recent of 2 filings on file)
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 | $125,351 | $112,881+11.0% | $90,951+37.8% | $158,922-21.1% |
| Participation rate | 92.9% | 74.7%+18.1pp | 69.0%+23.8pp | 82.0%+10.9pp |
| Annual return | 18.84% | 215.79%-196.9pp | 134.60%-115.8pp | 302.83%-284.0pp |
| Employer contribution / active EE | $834 | $2,893-71.2% | $2,122-60.7% | $4,761-82.5% |
| Participant deferral / active EE | $2,212 | $4,128-46.4% | $3,373-34.4% | $5,982-63.0% |
| Admin fee / account holder | $8 | $8,041-99.9% | $5,959-99.9% | $11,246-99.9% |