Filed August 7, 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 | $113,540 | $88,707+28.0% | $74,183+53.1% | $273,961-58.6% |
| Participation rate | 91.3% | 79.4%+11.9pp | 76.6%+14.7pp | 83.0%+8.3pp |
| Annual return | 3.68% | 11.94%-8.3pp | 17.74%-14.1pp | 41.45%-37.8pp |
| Employer contribution / active EE | $2,000 | $3,159-36.7% | $2,370-15.6% | $4,869-58.9% |
| Participant deferral / active EE | $4,636 | $4,212+10.1% | $3,550+30.6% | $5,287-12.3% |
| Admin fee / account holder | $257 | $8,717-97.1% | $5,586-95.4% | $10,132-97.5% |