Filed January 29, 2012
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 4-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,469 | $69,010+64.4% | $159,960-29.1% | $68,494+65.7% |
| Participation rate | 97.4% | 65.4%+32.0pp | 78.0%+19.4pp | 67.9%+29.5pp |
| Annual return | 486.95% | -9.65%+496.6pp | 408.60%+78.3pp | -7.84%+494.8pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,182-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $4,798-100.0% | $8,698-100.0% | $5,403-100.0% |