Filed November 29, 2013
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,908 | $153,772-49.3% | $133,980-41.9% | $273,961-71.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.40% | 36.51%-30.1pp | 29.30%-22.9pp | 41.45%-35.1pp |
| Employer contribution / active EE | $3,748 | $6,029-37.8% | $5,211-28.1% | $4,869-23.0% |
| Participant deferral / active EE | $5,573 | $6,958-19.9% | $6,282-11.3% | $5,287+5.4% |
| Admin fee / account holder | $43 | $11,765-99.6% | $9,324-99.5% | $10,132-99.6% |