Filed December 27, 2012 (most recent of 2 filings on file)
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 | $147,397 | $135,952+8.4% | $123,892+19.0% | $273,961-46.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.65% | 56.63%-50.0pp | 47.52%-40.9pp | 41.45%-34.8pp |
| Employer contribution / active EE | $5,420 | $5,170+4.8% | $4,617+17.4% | $4,869+11.3% |
| Participant deferral / active EE | $9,640 | $6,343+52.0% | $5,984+61.1% | $5,287+82.3% |
| Admin fee / account holder | $5 | $9,817-100.0% | $8,357-99.9% | $10,132-100.0% |