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 | $338,473 | $84,696+299.6% | $75,696+347.1% | $167,490+102.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 19.75% | 199.36%-179.6pp | 104.53%-84.8pp | 478.56%-458.8pp |
| Employer contribution / active EE | $12,141 | $3,230+275.9% | $2,743+342.7% | $4,837+151.0% |
| Participant deferral / active EE | $11,692 | $4,580+155.3% | $3,821+206.0% | $6,341+84.4% |
| Admin fee / account holder | $9 | $5,355-99.8% | $3,619-99.7% | $12,309-99.9% |