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 | $385,724 | $167,483+130.3% | $115,752+233.2% | $147,584+161.4% |
| Participation rate | 94.1% | 81.7%+12.4pp | 77.8%+16.4pp | 82.8%+11.3pp |
| Annual return | 12.10% | 12.11%0pp | 19.41%-7.3pp | 578.55%-566.5pp |
| Employer contribution / active EE | $3,008 | $4,960-39.3% | $3,492-13.9% | $4,876-38.3% |
| Participant deferral / active EE | $10,895 | $7,037+54.8% | $5,204+109.4% | $5,439+100.3% |
| Admin fee / account holder | $153 | $13,069-98.8% | $6,278-97.6% | $10,885-98.6% |