Filed September 12, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $416,094 | $150,197+177.0% | $120,368+245.7% | $145,959+185.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.26% | 154.26%-139.0pp | 107.26%-92.0pp | 561.95%-546.7pp |
| Employer contribution / active EE | $7,318 | $4,350+68.2% | $3,465+111.2% | $4,661+57.0% |
| Participant deferral / active EE | $15,217 | $6,174+146.5% | $4,991+204.9% | $6,689+127.5% |
| Admin fee / account holder | $0 | $12,216-100.0% | $9,429-100.0% | $13,398-100.0% |