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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $602,398 | $154,365+290.2% | $130,231+362.6% | $139,434+332.0% |
| Participation rate | 92.9% | 79.9%+12.9pp | 76.3%+16.6pp | 80.3%+12.5pp |
| Annual return | 7.64% | 30.34%-22.7pp | 38.77%-31.1pp | 372.94%-365.3pp |
| Employer contribution / active EE | $3,793 | $5,170-26.6% | $4,126-8.1% | $4,751-20.2% |
| Participant deferral / active EE | $14,175 | $8,498+66.8% | $6,799+108.5% | $6,710+111.2% |
| Admin fee / account holder | $21 | $9,214-99.8% | $6,020-99.7% | $11,403-99.8% |