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 | $184,266 | $150,440+22.5% | $136,294+35.2% | $147,584+24.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.61% | 1049.08%-1034.5pp | 5155.94%-5141.3pp | 578.55%-563.9pp |
| Employer contribution / active EE | $5,599 | $5,256+6.5% | $4,695+19.3% | $4,876+14.8% |
| Participant deferral / active EE | $9,741 | $6,630+46.9% | $6,247+55.9% | $5,439+79.1% |
| Admin fee / account holder | $5 | $10,905-100.0% | $9,243-99.9% | $10,885-100.0% |