Filed October 25, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $681,456 | $148,534+358.8% | $135,903+401.4% | $139,434+388.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.12% | 79.19%-57.1pp | 68.23%-46.1pp | 372.94%-350.8pp |
| Employer contribution / active EE | $8,705 | $5,243+66.0% | $4,856+79.2% | $4,751+83.2% |
| Participant deferral / active EE | $9,675 | $8,100+19.4% | $7,758+24.7% | $6,710+44.2% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |