Filed May 15, 2013 (most recent of 6 filings on file)
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 | $208,538 | $105,998+96.7% | $92,233+126.1% | $147,584+41.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.61% | 50.05%-31.4pp | 176.28%-157.7pp | 578.55%-559.9pp |
| Employer contribution / active EE | $13,643 | $4,333+214.9% | $3,679+270.8% | $4,876+179.8% |
| Participant deferral / active EE | $7,625 | $4,478+70.3% | $3,897+95.7% | $5,439+40.2% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |