Filed December 23, 2012 (most recent of 2 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 | $76,685 | $176,056-56.4% | $159,436-51.9% | $167,490-54.2% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 14.65% | 331.75%-317.1pp | 263.57%-248.9pp | 478.56%-463.9pp |
| Employer contribution / active EE | $4,724 | $5,297-10.8% | $4,829-2.2% | $4,837-2.3% |
| Participant deferral / active EE | $9,449 | $7,750+21.9% | $7,352+28.5% | $6,341+49.0% |
| Admin fee / account holder | $61 | $12,554-99.5% | $10,799-99.4% | $12,309-99.5% |