Filed November 8, 2014
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 | $34,676 | $91,190-62.0% | $178,490-80.6% | $79,858-56.6% |
| Participation rate | 81.3% | 69.2%+12.0pp | 81.9%-0.7pp | 69.6%+11.6pp |
| Annual return | 19.09% | 24.19%-5.1pp | 151.07%-132.0pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,245 | $3,256-61.8% | $5,011-75.2% | $2,471-49.6% |
| Participant deferral / active EE | $2,234 | $3,236-31.0% | $5,202-57.1% | $3,740-40.3% |
| Admin fee / account holder | $32 | $6,751-99.5% | $13,984-99.8% | $5,306-99.4% |