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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,525 | $131,829-4.8% | $108,579+15.6% | $273,961-54.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.24% | -91.57%+99.8pp | -51.70%+59.9pp | 41.45%-33.2pp |
| Employer contribution / active EE | $7,077 | $4,912+44.1% | $3,758+88.3% | $4,869+45.4% |
| Participant deferral / active EE | $12,430 | $5,127+142.4% | $4,311+188.4% | $5,287+135.1% |
| Admin fee / account holder | $58 | $10,252-99.4% | $7,645-99.2% | $10,132-99.4% |