Filed September 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 | $66,425 | $89,355-25.7% | $141,162-52.9% | $72,985-9.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.09% | 111.85%-88.8pp | 71.39%-48.3pp | 81.00%-57.9pp |
| Employer contribution / active EE | $2,191 | $3,114-29.7% | $4,735-53.7% | $2,440-10.2% |
| Participant deferral / active EE | $2,922 | $5,418-46.1% | $6,709-56.4% | $3,607-19.0% |
| Admin fee / account holder | $239 | $5,958-96.0% | $10,261-97.7% | $5,124-95.3% |