Filed March 21, 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 7-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.
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $319,986-100.0% | $454,052-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 35.8%-35.8pp | 18.4%-18.4pp | 37.6%-37.6pp |
| Annual return | 13.97% | 7.48%+6.5pp | 8.95%+5.0pp | 9.30%+4.7pp |
| Employer contribution / active EE | $8,808 | $54,901-84.0% | $46,559-81.1% | $43,742-79.9% |
| Participant deferral / active EE | $0 | $134-100.0% | $131-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $24,500-100.0% | $19,831-100.0% | $12,596-100.0% |