Filed April 23, 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 | $114,923 | $124,281-7.5% | $109,143+5.3% | $167,490-31.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.54% | 26.04%-9.5pp | 25.75%-9.2pp | 478.56%-462.0pp |
| Employer contribution / active EE | $1,530 | $4,207-63.6% | $3,722-58.9% | $4,837-68.4% |
| Participant deferral / active EE | $4,672 | $5,255-11.1% | $4,653+0.4% | $6,341-26.3% |
| Admin fee / account holder | $20 | $7,970-99.8% | $6,752-99.7% | $12,309-99.8% |