Filed April 10, 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,983 | $65,375-81.7% | - | $152,861-92.2% |
| Participation rate | 100.0% | 72.6%+27.4pp | - | 82.4%+17.6pp |
| Annual return | -0.66% | 27.96%-28.6pp | - | 345.32%-346.0pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | - | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,110-100.0% | - | $5,850-100.0% |
| Admin fee / account holder | $0 | $4,607-100.0% | - | $11,596-100.0% |