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 | $181,268 | $100,852+79.7% | $90,404+100.5% | $158,922+14.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.92% | 1724.20%-1712.3pp | 1293.02%-1281.1pp | 302.83%-290.9pp |
| Employer contribution / active EE | $8,447 | $3,689+129.0% | $3,262+159.0% | $4,761+77.4% |
| Participant deferral / active EE | $9,284 | $4,348+113.5% | $3,963+134.3% | $5,982+55.2% |
| Admin fee / account holder | $4 | $6,501-99.9% | $5,611-99.9% | $11,246-100.0% |