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 | $1,185,213-100.0% | $75,924-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.9%-52.9pp | - |
| Annual return | -2.96% | 42.38%-45.3pp | 6.78%-9.7pp | - |
| Employer contribution / active EE | $0 | $19,943-100.0% | $28,542-100.0% | - |
| Participant deferral / active EE | $0 | $669-100.0% | $763-100.0% | - |
| Admin fee / account holder | $0 | $2,937-100.0% | $1,754-100.0% | - |