Filed January 4, 2011 (most recent of 5 filings on file)
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,492 | $70,669+202.1% | $169,368+26.1% | $75,163+184.0% |
| Participation rate | 97.0% | 64.8%+32.2pp | 77.1%+19.8pp | 67.2%+29.8pp |
| Annual return | 22.81% | 36.36%-13.5pp | 405.60%-382.8pp | 160.62%-137.8pp |
| Employer contribution / active EE | $9,063 | $2,211+309.9% | $4,013+125.8% | $2,670+239.5% |
| Participant deferral / active EE | $0 | $4,311-100.0% | $6,221-100.0% | $4,125-100.0% |
| Admin fee / account holder | $211 | $5,402-96.1% | $9,003-97.7% | $5,651-96.3% |