Filed August 9, 2013 (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 4-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.
See 1 actuary disclosure. $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 | $0 | $282,865-100.0% | $381,452-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 12.4%-12.4pp |
| Annual return | 7.26% | 1.58%+5.7pp | 7.47%-0.2pp | 9.89%-2.6pp |
| Employer contribution / active EE | $6,287 | $9,266-32.2% | $44,557-85.9% | $14,313-56.1% |
| Participant deferral / active EE | $0 | $431-100.0% | $182-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $3,849-100.0% | $9,084-100.0% |