Filed January 12, 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 | $126,566 | $131,829-4.0% | $108,579+16.6% | $273,961-53.8% |
| Participation rate | 70.0% | 83.5%-13.5pp | 79.6%-9.6pp | 83.0%-13.0pp |
| Annual return | 7.84% | -91.57%+99.4pp | -51.70%+59.5pp | 41.45%-33.6pp |
| Employer contribution / active EE | $2,654 | $4,912-46.0% | $3,758-29.4% | $4,869-45.5% |
| Participant deferral / active EE | $6,181 | $5,127+20.5% | $4,311+43.4% | $5,287+16.9% |
| Admin fee / account holder | $161 | $10,252-98.4% | $7,645-97.9% | $10,132-98.4% |