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 | $321,870 | $135,635+137.3% | $110,238+192.0% | $135,375+137.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.37% | 513.19%-518.6pp | 314.74%-320.1pp | 519.73%-525.1pp |
| Employer contribution / active EE | $8,500 | $4,906+73.2% | $3,826+122.1% | $4,779+77.9% |
| Participant deferral / active EE | $10,457 | $5,506+89.9% | $4,672+123.8% | $5,609+86.4% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |