Filed November 20, 2012
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 | $64,602 | $90,503-28.6% | $78,689-17.9% | $273,961-76.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.74% | 75.60%-69.9pp | 62.18%-56.4pp | 41.45%-35.7pp |
| Employer contribution / active EE | $4,186 | $3,176+31.8% | $2,851+46.9% | $4,869-14.0% |
| Participant deferral / active EE | $3,266 | $3,901-16.3% | $3,517-7.1% | $5,287-38.2% |
| Admin fee / account holder | $12 | $5,263-99.8% | $4,510-99.7% | $10,132-99.9% |