Filed July 24, 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,759 | $180,449-79.6% | $154,107-76.1% | $135,375-72.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.14% | 888.09%-899.2pp | 735.12%-746.3pp | 519.73%-530.9pp |
| Employer contribution / active EE | $3,003 | $6,035-50.2% | $5,298-43.3% | $4,779-37.2% |
| Participant deferral / active EE | $2,910 | $5,806-49.9% | $5,081-42.7% | $5,609-48.1% |
| Admin fee / account holder | $36 | $16,143-99.8% | $13,411-99.7% | $10,827-99.7% |