Filed December 28, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,295 | $41,377-36.4% | $109,313-75.9% | $62,891-58.2% |
| Participation rate | 81.3% | 57.5%+23.7pp | 71.3%+10.0pp | 69.3%+11.9pp |
| Annual return | 6.23% | 11.05%-4.8pp | 22.07%-15.8pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,728 | $1,276+35.4% | $3,892-55.6% | $2,281-24.2% |
| Participant deferral / active EE | $1,728 | $2,045-15.5% | $3,166-45.4% | $3,203-46.1% |
| Admin fee / account holder | $141 | $2,884-95.1% | $5,666-97.5% | $4,296-96.7% |