Filed December 2, 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 | $109,607 | $135,952-19.4% | $123,892-11.5% | $273,961-60.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 15.45% | 56.63%-41.2pp | 47.52%-32.1pp | 41.45%-26.0pp |
| Employer contribution / active EE | $23,970 | $5,170+363.7% | $4,617+419.2% | $4,869+392.3% |
| Participant deferral / active EE | $21,664 | $6,343+241.6% | $5,984+262.0% | $5,287+309.8% |
| Admin fee / account holder | $196 | $9,817-98.0% | $8,357-97.6% | $10,132-98.1% |