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 | $108,393 | $84,696+28.0% | $75,696+43.2% | $167,490-35.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 14.83% | 199.36%-184.5pp | 104.53%-89.7pp | 478.56%-463.7pp |
| Employer contribution / active EE | $7,008 | $3,230+117.0% | $2,743+155.5% | $4,837+44.9% |
| Participant deferral / active EE | $8,195 | $4,580+78.9% | $3,821+114.4% | $6,341+29.2% |
| Admin fee / account holder | $2 | $5,355-100.0% | $3,619-99.9% | $12,309-100.0% |