Filed August 18, 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 7-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 | $87,866 | $88,710-1.0% | $81,783+7.4% | $145,959-39.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.75% | 1027.26%-1007.5pp | 775.05%-755.3pp | 561.95%-542.2pp |
| Employer contribution / active EE | $9,431 | $3,083+205.9% | $2,913+223.8% | $4,661+102.3% |
| Participant deferral / active EE | $11,691 | $4,645+151.7% | $4,320+170.6% | $6,689+74.8% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |