Filed January 12, 2013 (most recent of 3 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,225 | $107,934+42.0% | $91,989+66.6% | $152,861+0.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 0.21% | 89.24%-89.0pp | 69.02%-68.8pp | 345.32%-345.1pp |
| Employer contribution / active EE | $3,672 | $4,210-12.8% | $3,452+6.4% | $4,762-22.9% |
| Participant deferral / active EE | $6,501 | $6,364+2.2% | $5,923+9.8% | $5,850+11.1% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |