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 | $157,154 | $81,632+92.5% | $70,449+123.1% | $158,922-1.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 16.83% | 208.40%-191.6pp | 109.03%-92.2pp | 302.83%-286.0pp |
| Employer contribution / active EE | $8,181 | $3,217+154.3% | $2,737+198.9% | $4,761+71.8% |
| Participant deferral / active EE | $7,538 | $4,554+65.5% | $3,709+103.3% | $5,982+26.0% |
| Admin fee / account holder | $56 | $6,193-99.1% | $3,845-98.5% | $11,246-99.5% |