Filed March 18, 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 | $82,373 | $90,503-9.0% | $78,689+4.7% | $273,961-69.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.91% | 75.60%-67.7pp | 62.18%-54.3pp | 41.45%-33.5pp |
| Employer contribution / active EE | $6,987 | $3,176+120.0% | $2,851+145.1% | $4,869+43.5% |
| Participant deferral / active EE | $5,426 | $3,901+39.1% | $3,517+54.3% | $5,287+2.6% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |