Filed December 14, 2012 (most recent of 3 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 | $22,918 | $102,966-77.7% | $90,281-74.6% | $152,861-85.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 29.84% | 95.16%-65.3pp | 78.10%-48.3pp | 345.32%-315.5pp |
| Employer contribution / active EE | $9,666 | $3,139+208.0% | $2,854+238.6% | $4,762+103.0% |
| Participant deferral / active EE | $7,696 | $4,281+79.8% | $3,885+98.1% | $5,850+31.6% |
| Admin fee / account holder | $88 | $6,171-98.6% | $5,351-98.4% | $11,596-99.2% |