Filed March 31, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,966 | $201,272-53.3% | $184,203-49.0% | $145,922-35.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.75% | 29.00%-17.2pp | 28.81%-17.1pp | 561.29%-549.5pp |
| Employer contribution / active EE | $4,994 | $7,022-28.9% | $6,427-22.3% | $4,660+7.2% |
| Participant deferral / active EE | $4,743 | $9,806-51.6% | $9,131-48.1% | $6,688-29.1% |
| Admin fee / account holder | $46 | $16,364-99.7% | $13,901-99.7% | $13,397-99.7% |