Filed June 29, 2012
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 | $64,936 | $67,606-4.0% | $82,313-21.1% | $70,131-7.4% |
| Participation rate | 91.3% | 72.8%+18.5pp | 76.9%+14.4pp | 69.5%+21.8pp |
| Annual return | 15.57% | 21.57%-6.0pp | 25.88%-10.3pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,707 | $1,755-2.7% | $2,428-29.7% | $2,342-27.1% |
| Participant deferral / active EE | $2,245 | $2,987-24.8% | $3,706-39.4% | $3,332-32.6% |
| Admin fee / account holder | $77 | $4,512-98.3% | $5,608-98.6% | $4,645-98.3% |