Filed August 31, 2010
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,893 | $153,772-74.1% | $133,980-70.2% | $273,961-85.4% |
| Participation rate | 78.9% | 88.4%-9.4pp | 87.1%-8.1pp | 83.0%-4.1pp |
| Annual return | 5.02% | 36.51%-31.5pp | 29.30%-24.3pp | 41.45%-36.4pp |
| Employer contribution / active EE | $1,526 | $6,029-74.7% | $5,211-70.7% | $4,869-68.6% |
| Participant deferral / active EE | $2,037 | $6,958-70.7% | $6,282-67.6% | $5,287-61.5% |
| Admin fee / account holder | $223 | $11,765-98.1% | $9,324-97.6% | $10,132-97.8% |