Filed February 11, 2011 (most recent of 2 filings on file)
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 | $72,083 | $209,832-65.6% | $189,513-62.0% | $167,490-57.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.59% | 748.27%-738.7pp | 555.15%-545.6pp | 478.56%-469.0pp |
| Employer contribution / active EE | $4,868 | $6,914-29.6% | $6,162-21.0% | $4,837+0.6% |
| Participant deferral / active EE | $6,699 | $8,935-25.0% | $8,221-18.5% | $6,341+5.6% |
| Admin fee / account holder | $211 | $14,293-98.5% | $12,045-98.2% | $12,309-98.3% |