Filed July 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,943 | $99,020-66.7% | $86,590-62.0% | $147,584-77.7% |
| Participation rate | 70.6% | 76.3%-5.8pp | 73.5%-3.0pp | 82.8%-12.2pp |
| Annual return | 15.42% | 1312.34%-1296.9pp | 964.84%-949.4pp | 578.55%-563.1pp |
| Employer contribution / active EE | $830 | $3,132-73.5% | $2,839-70.8% | $4,876-83.0% |
| Participant deferral / active EE | $3,455 | $3,972-13.0% | $3,609-4.2% | $5,439-36.5% |
| Admin fee / account holder | $55 | $5,710-99.0% | $4,906-98.9% | $10,885-99.5% |