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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,275 | $81,632+223.7% | $70,449+275.1% | $158,922+66.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 10.34% | 208.40%-198.1pp | 109.03%-98.7pp | 302.83%-292.5pp |
| Employer contribution / active EE | $12,154 | $3,217+277.8% | $2,737+344.1% | $4,761+155.3% |
| Participant deferral / active EE | $12,026 | $4,554+164.1% | $3,709+224.3% | $5,982+101.0% |
| Admin fee / account holder | $5 | $6,193-99.9% | $3,845-99.9% | $11,246-100.0% |