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 | $116,094 | $185,822-37.5% | $169,993-31.7% | $139,434-16.7% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 19.22% | 60.50%-41.3pp | 53.37%-34.2pp | 372.94%-353.7pp |
| Employer contribution / active EE | $3,225 | $7,590-57.5% | $6,785-52.5% | $4,751-32.1% |
| Participant deferral / active EE | $7,317 | $11,622-37.0% | $10,408-29.7% | $6,710+9.0% |
| Admin fee / account holder | $33 | $15,381-99.8% | $12,815-99.7% | $11,403-99.7% |