Filed September 20, 2013 (most recent of 2 filings on file)
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 | $0 | $43,723-100.0% | $121,196-100.0% | $64,186-100.0% |
| Participation rate | 0.0% | 58.3%-58.3pp | 71.7%-71.7pp | 69.6%-69.6pp |
| Annual return | -1.76% | 68.91%-70.7pp | 16.93%-18.7pp | 7.63%-9.4pp |
| Employer contribution / active EE | $864 | $1,296-33.4% | $4,022-78.5% | $2,381-63.7% |
| Participant deferral / active EE | $3,181 | $2,280+39.5% | $3,344-4.9% | $3,470-8.3% |
| Admin fee / account holder | $0 | $3,501-100.0% | $5,019-100.0% | $4,888-100.0% |