Filed January 11, 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 | $158,195 | $69,518+127.6% | $59,878+164.2% | $135,375+16.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -2.15% | 7.94%-10.1pp | 3.46%-5.6pp | 519.73%-521.9pp |
| Employer contribution / active EE | $11,616 | $3,235+259.1% | $2,722+326.8% | $4,779+143.1% |
| Participant deferral / active EE | $10,803 | $4,206+156.9% | $3,402+217.5% | $5,609+92.6% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |