Filed October 1, 2012
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $322,880 | $152,651+111.5% | $105,218+206.9% | $125,391+157.5% |
| Participation rate | 93.8% | 81.5%+12.2pp | 77.2%+16.5pp | 83.2%+10.6pp |
| Annual return | 0.47% | 8.24%-7.8pp | 5.33%-4.9pp | 282.22%-281.8pp |
| Employer contribution / active EE | $3,386 | $4,802-29.5% | $3,255+4.0% | $4,866-30.4% |
| Participant deferral / active EE | $13,137 | $6,660+97.3% | $4,867+169.9% | $5,352+145.5% |
| Admin fee / account holder | $14 | $14,248-99.9% | $6,992-99.8% | $9,540-99.9% |