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 | $111,456 | $148,534-25.0% | $135,903-18.0% | $139,434-20.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.31% | 79.19%-59.9pp | 68.23%-48.9pp | 372.94%-353.6pp |
| Employer contribution / active EE | $4,429 | $5,243-15.5% | $4,856-8.8% | $4,751-6.8% |
| Participant deferral / active EE | $15,205 | $8,100+87.7% | $7,758+96.0% | $6,710+126.6% |
| Admin fee / account holder | $163 | $12,400-98.7% | $10,762-98.5% | $11,403-98.6% |