Filed September 20, 2013 (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 9-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,848 | $168,632-66.9% | $147,614-62.2% | $125,391-55.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.42% | 77.65%-77.2pp | 61.98%-61.6pp | 282.22%-281.8pp |
| Employer contribution / active EE | $4,379 | $6,252-30.0% | $5,564-21.3% | $4,866-10.0% |
| Participant deferral / active EE | $1,734 | $5,507-68.5% | $4,895-64.6% | $5,352-67.6% |
| Admin fee / account holder | $87 | $13,580-99.4% | $11,611-99.2% | $9,540-99.1% |