Filed June 30, 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.
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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $289,682-100.0% | $143,222-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.6%-57.6pp | - |
| Annual return | 0.46% | 43.80%-43.3pp | 8.97%-8.5pp | - |
| Employer contribution / active EE | $0 | $11,594-100.0% | $37,026-100.0% | - |
| Participant deferral / active EE | $0 | $2,039-100.0% | $1,023-100.0% | - |
| Admin fee / account holder | $0 | $16,563-100.0% | $2,546-100.0% | - |