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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,990 | $214,378+5.4% | $200,582+12.7% | $142,382+58.7% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 9.13% | 46.41%-37.3pp | 42.33%-33.2pp | 217.08%-207.9pp |
| Employer contribution / active EE | $3,666 | $6,841-46.4% | $6,419-42.9% | $4,299-14.7% |
| Participant deferral / active EE | $8,350 | $9,865-15.4% | $9,331-10.5% | $6,507+28.3% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |