Filed April 21, 2011
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 | $150,074 | $102,966+45.7% | $90,281+66.2% | $152,861-1.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 25.18% | 95.16%-70.0pp | 78.10%-52.9pp | 345.32%-320.1pp |
| Employer contribution / active EE | $8,000 | $3,139+154.9% | $2,854+180.3% | $4,762+68.0% |
| Participant deferral / active EE | $8,636 | $4,281+101.7% | $3,885+122.3% | $5,850+47.6% |
| Admin fee / account holder | $15 | $6,171-99.8% | $5,351-99.7% | $11,596-99.9% |