Filed September 2, 2012 (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 | $56,573 | $73,515-23.0% | $62,995-10.2% | $147,584-61.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.27% | 175.43%-160.2pp | 87.57%-72.3pp | 578.55%-563.3pp |
| Employer contribution / active EE | $7,099 | $3,320+113.8% | $2,759+157.3% | $4,876+45.6% |
| Participant deferral / active EE | $9,177 | $4,185+119.3% | $3,329+175.6% | $5,439+68.7% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |