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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,886 | $183,963-74.0% | $162,163-70.5% | $152,861-68.7% |
| Participation rate | 78.3% | 88.5%-10.2pp | 87.6%-9.3pp | 82.4%-4.2pp |
| Annual return | 14.57% | 150.76%-136.2pp | 115.59%-101.0pp | 345.32%-330.8pp |
| Employer contribution / active EE | $2,005 | $6,371-68.5% | $5,614-64.3% | $4,762-57.9% |
| Participant deferral / active EE | $2,812 | $8,034-65.0% | $7,298-61.5% | $5,850-51.9% |
| Admin fee / account holder | $297 | $13,121-97.7% | $10,843-97.3% | $11,596-97.4% |