Filed August 12, 2010
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 | $136,317 | $197,591-31.0% | $177,821-23.3% | $158,922-14.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.37% | 58.76%-47.4pp | 48.32%-37.0pp | 302.83%-291.5pp |
| Employer contribution / active EE | $4,174 | $6,697-37.7% | $5,918-29.5% | $4,761-12.3% |
| Participant deferral / active EE | $8,433 | $8,405+0.3% | $7,714+9.3% | $5,982+41.0% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |