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 | $66,116 | $209,411-68.4% | $178,490-63.0% | $158,922-58.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.23% | 188.75%-163.5pp | 151.07%-125.8pp | 302.83%-277.6pp |
| Employer contribution / active EE | $4,585 | $5,706-19.7% | $5,011-8.5% | $4,761-3.7% |
| Participant deferral / active EE | $2,493 | $5,954-58.1% | $5,202-52.1% | $5,982-58.3% |
| Admin fee / account holder | $46 | $17,074-99.7% | $13,984-99.7% | $11,246-99.6% |