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 | $110,397 | $133,958-17.6% | $112,228-1.6% | $134,475-17.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.74% | 47.11%-62.9pp | 27.45%-43.2pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,703 | $4,038-57.8% | $3,635-53.1% | $4,740-64.1% |
| Participant deferral / active EE | $5,962 | $5,291+12.7% | $4,728+26.1% | $6,400-6.8% |
| Admin fee / account holder | $68 | $7,489-99.1% | $6,410-98.9% | $11,426-99.4% |