Filed May 15, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,800 | $138,065+78.8% | $123,544+99.8% | $135,375+82.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.14% | 153.68%-159.8pp | 119.20%-125.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $5,528 | $5,151+7.3% | $4,628+19.5% | $4,779+15.7% |
| Participant deferral / active EE | $5,969 | $6,799-12.2% | $6,426-7.1% | $5,609+6.4% |
| Admin fee / account holder | $38 | $10,916-99.7% | $9,284-99.6% | $10,827-99.7% |