Filed December 19, 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 | $134,926 | $73,515+83.5% | $62,995+114.2% | $147,584-8.6% |
| Participation rate | 93.8% | 77.9%+15.9pp | 74.8%+18.9pp | 82.8%+10.9pp |
| Annual return | 20.27% | 175.43%-155.2pp | 87.57%-67.3pp | 578.55%-558.3pp |
| Employer contribution / active EE | $6,915 | $3,320+108.3% | $2,759+150.7% | $4,876+41.8% |
| Participant deferral / active EE | $6,567 | $4,185+56.9% | $3,329+97.2% | $5,439+20.7% |
| Admin fee / account holder | $11 | $5,953-99.8% | $3,600-99.7% | $10,885-99.9% |