Filed August 29, 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 | $26,400 | $65,685-59.8% | $57,179-53.8% | $273,961-90.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.47% | 21.99%-15.5pp | 14.59%-8.1pp | 41.45%-35.0pp |
| Employer contribution / active EE | $3,133 | $3,279-4.4% | $2,682+16.8% | $4,869-35.6% |
| Participant deferral / active EE | $3,887 | $3,782+2.8% | $3,096+25.5% | $5,287-26.5% |
| Admin fee / account holder | $3 | $4,835-99.9% | $3,139-99.9% | $10,132-100.0% |