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.
See 1 actuary disclosure. $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 | $0 | $514,344-100.0% | $227,282-100.0% | - |
| Participation rate | 0.0% | 33.3%-33.3pp | 35.4%-35.4pp | - |
| Annual return | 25.73% | 59.12%-33.4pp | 10.75%+15.0pp | - |
| Employer contribution / active EE | $0 | $15,022-100.0% | $35,162-100.0% | - |
| Participant deferral / active EE | $0 | $160-100.0% | $82-100.0% | - |
| Admin fee / account holder | $0 | $0 | $4,611-100.0% | - |