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 | $219,291 | $77,419+183.3% | $69,455+215.7% | $152,861+43.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 25.15% | 39.06%-13.9pp | 28.97%-3.8pp | 345.32%-320.2pp |
| Employer contribution / active EE | $11,649 | $3,315+251.4% | $2,779+319.2% | $4,762+144.6% |
| Participant deferral / active EE | $11,437 | $4,414+159.1% | $3,535+223.5% | $5,850+95.5% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |