Filed September 20, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $346,796 | $198,466+74.7% | $170,442+103.5% | $147,584+135.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.01% | 257.29%-238.3pp | 205.93%-186.9pp | 578.55%-559.5pp |
| Employer contribution / active EE | $13,377 | $6,184+116.3% | $5,433+146.2% | $4,876+174.3% |
| Participant deferral / active EE | $16,287 | $5,629+189.3% | $4,939+229.7% | $5,439+199.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |