Filed July 6, 2011
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $320,107 | $144,119+122.1% | $117,854+171.6% | $147,584+116.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 20.98% | 531.15%-510.2pp | 335.08%-314.1pp | 578.55%-557.6pp |
| Employer contribution / active EE | $17,055 | $4,896+248.3% | $3,786+350.5% | $4,876+249.7% |
| Participant deferral / active EE | $10,036 | $5,316+88.8% | $4,482+123.9% | $5,439+84.5% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |