Filed October 24, 2012
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 | $82,664 | $62,586+32.1% | $76,768+7.7% | $64,186+28.8% |
| Participation rate | 78.1% | 72.8%+5.3pp | 77.0%+1.2pp | 69.6%+8.6pp |
| Annual return | -6.13% | -1.95%-4.2pp | 2.43%-8.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $898 | $1,832-51.0% | $2,485-63.9% | $2,381-62.3% |
| Participant deferral / active EE | $5,377 | $3,145+71.0% | $3,852+39.6% | $3,470+55.0% |
| Admin fee / account holder | $194 | $4,667-95.8% | $6,675-97.1% | $4,888-96.0% |