Filed January 11, 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 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 | $47,680 | $160,055-70.2% | $140,016-65.9% | $135,375-64.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.37% | 911.38%-914.7pp | 651.12%-654.5pp | 519.73%-523.1pp |
| Employer contribution / active EE | $2,852 | $6,420-55.6% | $5,606-49.1% | $4,779-40.3% |
| Participant deferral / active EE | $3,440 | $7,642-55.0% | $6,927-50.3% | $5,609-38.7% |
| Admin fee / account holder | $202 | $13,328-98.5% | $10,705-98.1% | $10,827-98.1% |