Filed September 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 | $1,044,238 | $210,343+396.4% | $153,432+580.6% | $145,959+615.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.61% | 13.38%+1.2pp | 15.66%-1.0pp | 561.95%-547.3pp |
| Employer contribution / active EE | $46,344 | $6,047+666.4% | $5,038+819.9% | $4,661+894.3% |
| Participant deferral / active EE | $28,834 | $7,977+261.5% | $6,757+326.7% | $6,689+331.1% |
| Admin fee / account holder | $0 | $19,424-100.0% | $12,725-100.0% | $13,398-100.0% |