Filed January 1, 2012
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 | $60,087 | $67,606-11.1% | $82,313-27.0% | $70,131-14.3% |
| Participation rate | 84.4% | 72.8%+11.7pp | 76.9%+7.6pp | 69.5%+14.9pp |
| Annual return | 21.95% | 21.57%+0.4pp | 25.88%-3.9pp | 73.14%-51.2pp |
| Employer contribution / active EE | $2,050 | $1,755+16.8% | $2,428-15.6% | $2,342-12.5% |
| Participant deferral / active EE | $7,678 | $2,987+157.1% | $3,706+107.2% | $3,332+130.5% |
| Admin fee / account holder | $255 | $4,512-94.3% | $5,608-95.5% | $4,645-94.5% |