Filed November 12, 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 9-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 | $85,885 | $138,044-37.8% | $125,339-31.5% | $134,475-36.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.78% | 750.33%-767.1pp | 572.05%-588.8pp | 417.96%-434.7pp |
| Employer contribution / active EE | $3,517 | $5,243-32.9% | $4,814-26.9% | $4,740-25.8% |
| Participant deferral / active EE | $14,291 | $7,799+83.2% | $7,446+91.9% | $6,400+123.3% |
| Admin fee / account holder | $210 | $11,571-98.2% | $10,010-97.9% | $11,426-98.2% |