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 | $48,971 | $171,865-71.5% | $149,718-67.3% | $147,584-66.8% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 21.11% | 2113.22%-2092.1pp | 1501.63%-1480.5pp | 578.55%-557.4pp |
| Employer contribution / active EE | $1,569 | $6,275-75.0% | $5,445-71.2% | $4,876-67.8% |
| Participant deferral / active EE | $2,011 | $7,271-72.3% | $6,569-69.4% | $5,439-63.0% |
| Admin fee / account holder | $120 | $13,799-99.1% | $11,283-98.9% | $10,885-98.9% |