Filed August 21, 2015 (most recent of 3 filings on file)
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,552 | $183,963-66.5% | $162,163-62.0% | $152,861-59.7% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 16.32% | 150.76%-134.4pp | 115.59%-99.3pp | 345.32%-329.0pp |
| Employer contribution / active EE | $1,833 | $6,371-71.2% | $5,614-67.3% | $4,762-61.5% |
| Participant deferral / active EE | $1,833 | $8,034-77.2% | $7,298-74.9% | $5,850-68.7% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |