Filed March 23, 2011 (most recent of 3 filings on file)
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 | $73,289 | $160,055-54.2% | $140,016-47.7% | $135,375-45.9% |
| Participation rate | 86.7% | 88.5%-1.9pp | 87.5%-0.8pp | 82.6%+4.0pp |
| Annual return | -7.64% | 911.38%-919.0pp | 651.12%-658.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,965 | $6,420-69.4% | $5,606-64.9% | $4,779-58.9% |
| Participant deferral / active EE | $3,501 | $7,642-54.2% | $6,927-49.5% | $5,609-37.6% |
| Admin fee / account holder | $81 | $13,328-99.4% | $10,705-99.2% | $10,827-99.3% |