Filed May 15, 2013
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 | $233,813 | $85,766+172.6% | $136,294+71.6% | $70,131+233.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.79% | 31.45%-13.7pp | 5155.94%-5138.1pp | 73.14%-55.4pp |
| Employer contribution / active EE | $8,232 | $2,966+177.5% | $4,695+75.3% | $2,342+251.4% |
| Participant deferral / active EE | $13,103 | $5,051+159.4% | $6,247+109.8% | $3,332+293.3% |
| Admin fee / account holder | $166 | $5,420-96.9% | $9,243-98.2% | $4,645-96.4% |