Filed November 1, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,627 | $72,400+166.1% | $67,502+185.4% | $145,922+32.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.52% | 7182.46%-7169.9pp | 3512.12%-3499.6pp | 561.29%-548.8pp |
| Employer contribution / active EE | $5,555 | $3,069+81.0% | $2,731+103.4% | $4,660+19.2% |
| Participant deferral / active EE | $11,611 | $4,783+142.8% | $4,000+190.3% | $6,688+73.6% |
| Admin fee / account holder | $107 | $5,539-98.1% | $3,998-97.3% | $13,397-99.2% |