Filed January 22, 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 9-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 | $37,432 | $140,578-73.4% | $100,671-62.8% | $125,391-70.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -1.45% | 24.67%-26.1pp | 20.43%-21.9pp | 282.22%-283.7pp |
| Employer contribution / active EE | $1,034 | $5,965-82.7% | $4,012-74.2% | $4,866-78.8% |
| Participant deferral / active EE | $4,627 | $3,981+16.2% | $3,144+47.2% | $5,352-13.5% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,540-100.0% |