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 | $138,772 | $159,901-13.2% | $146,958-5.6% | $145,922-4.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 12.62% | 98.13%-85.5pp | 418.34%-405.7pp | 561.29%-548.7pp |
| Employer contribution / active EE | $5,050 | $5,286-4.5% | $4,933+2.4% | $4,660+8.4% |
| Participant deferral / active EE | $10,099 | $8,428+19.8% | $8,070+25.1% | $6,688+51.0% |
| Admin fee / account holder | $61 | $15,044-99.6% | $12,998-99.5% | $13,397-99.5% |