Filed October 5, 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 | $85,275 | $69,977+21.9% | $108,579-21.5% | $62,891+35.6% |
| Participation rate | 88.0% | 72.9%+15.1pp | 79.6%+8.4pp | 69.3%+18.7pp |
| Annual return | 7.14% | 10.73%-3.6pp | -51.70%+58.8pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,979 | $2,135+39.5% | $3,758-20.7% | $2,281+30.6% |
| Participant deferral / active EE | $4,986 | $3,165+57.6% | $4,311+15.7% | $3,203+55.7% |
| Admin fee / account holder | $269 | $5,076-94.7% | $7,645-96.5% | $4,296-93.7% |