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 | $249,600 | $81,625+205.8% | $167,512+49.0% | $74,304+235.9% |
| Participation rate | 99.0% | 60.0%+39.0pp | 77.1%+22.0pp | 60.3%+38.7pp |
| Annual return | 32.96% | 26.09%+6.9pp | 1615.79%-1582.8pp | 29.43%+3.5pp |
| Employer contribution / active EE | $78 | $2,010-96.1% | $3,882-98.0% | $2,241-96.5% |
| Participant deferral / active EE | $0 | $4,115-100.0% | $6,405-100.0% | $3,767-100.0% |
| Admin fee / account holder | $66 | $3,474-98.1% | $9,769-99.3% | $2,969-97.8% |