Filed November 3, 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 | $59,506 | $105,998-43.9% | $92,233-35.5% | $147,584-59.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.34% | 50.05%-31.7pp | 176.28%-157.9pp | 578.55%-560.2pp |
| Employer contribution / active EE | $11,199 | $4,333+158.4% | $3,679+204.4% | $4,876+129.7% |
| Participant deferral / active EE | $7,004 | $4,478+56.4% | $3,897+79.7% | $5,439+28.8% |
| Admin fee / account holder | $254 | $6,332-96.0% | $5,194-95.1% | $10,885-97.7% |