Filed December 25, 2013
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 | $53,422 | $73,981-27.8% | $105,722-49.5% | $62,891-15.1% |
| Participation rate | 71.4% | 71.7%-0.3pp | 78.9%-7.5pp | 69.3%+2.1pp |
| Annual return | 10.92% | 17.60%-6.7pp | 12.25%-1.3pp | 20.14%-9.2pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,079-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,311 | $4,038-18.0% | $5,326-37.8% | $3,203+3.4% |
| Admin fee / account holder | $43 | $5,976-99.3% | $8,308-99.5% | $4,296-99.0% |