Filed January 16, 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 | $114,209 | $60,349+89.2% | $74,183+54.0% | $62,891+81.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -0.86% | 21.37%-22.2pp | 17.74%-18.6pp | 20.14%-21.0pp |
| Employer contribution / active EE | $2,262 | $1,680+34.7% | $2,370-4.5% | $2,281-0.8% |
| Participant deferral / active EE | $5,810 | $2,856+103.4% | $3,550+63.7% | $3,203+81.4% |
| Admin fee / account holder | $157 | $4,261-96.3% | $5,586-97.2% | $4,296-96.4% |