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 | $153,242 | $144,119+6.3% | $117,854+30.0% | $147,584+3.8% |
| Participation rate | 78.9% | 83.4%-4.5pp | 79.7%-0.7pp | 82.8%-3.9pp |
| Annual return | 18.77% | 531.15%-512.4pp | 335.08%-316.3pp | 578.55%-559.8pp |
| Employer contribution / active EE | $3,125 | $4,896-36.2% | $3,786-17.5% | $4,876-35.9% |
| Participant deferral / active EE | $7,243 | $5,316+36.3% | $4,482+61.6% | $5,439+33.2% |
| Admin fee / account holder | $255 | $10,886-97.7% | $8,020-96.8% | $10,885-97.7% |