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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,886 | $202,318-68.9% | $172,739-63.6% | $152,861-58.9% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 25.89% | 1029.65%-1003.8pp | 802.84%-776.9pp | 345.32%-319.4pp |
| Employer contribution / active EE | $2,622 | $5,856-55.2% | $5,143-49.0% | $4,762-45.0% |
| Participant deferral / active EE | $3,072 | $5,948-48.4% | $5,198-40.9% | $5,850-47.5% |
| Admin fee / account holder | $22 | $17,109-99.9% | $13,954-99.8% | $11,596-99.8% |