Filed September 18, 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 | $80,008 | $93,571-14.5% | $135,903-41.1% | $75,163+6.4% |
| Participation rate | 96.8% | 75.2%+21.6pp | 81.9%+14.9pp | 67.2%+29.6pp |
| Annual return | 309.26% | 30.90%+278.4pp | 68.23%+241.0pp | 160.62%+148.6pp |
| Employer contribution / active EE | $3,829 | $3,537+8.3% | $4,856-21.1% | $2,670+43.4% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $256 | $6,975-96.3% | $10,762-97.6% | $5,651-95.5% |