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 | $584,192 | $884,045-33.9% | $453,369+28.9% | $167,490+248.8% |
| Participation rate | 93.8% | 81.6%+12.2pp | 78.0%+15.8pp | 82.1%+11.6pp |
| Annual return | 10.84% | 29.49%-18.6pp | 64.40%-53.6pp | 478.56%-467.7pp |
| Employer contribution / active EE | $3,688 | $5,538-33.4% | $4,070-9.4% | $4,837-23.8% |
| Participant deferral / active EE | $13,611 | $7,898+72.3% | $6,209+119.2% | $6,341+114.6% |
| Admin fee / account holder | $29 | $22,063-99.9% | $11,209-99.7% | $12,309-99.8% |