Filed September 26, 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 | $67,626 | $81,208-16.7% | $98,907-31.6% | $79,858-15.3% |
| Participation rate | 72.4% | 72.5%-0.1pp | 76.0%-3.7pp | 69.6%+2.7pp |
| Annual return | 22.76% | 60.99%-38.2pp | 196.43%-173.7pp | 31.71%-9.0pp |
| Employer contribution / active EE | $1,057 | $1,960-46.1% | $2,689-60.7% | $2,471-57.2% |
| Participant deferral / active EE | $3,783 | $3,265+15.9% | $4,244-10.9% | $3,740+1.2% |
| Admin fee / account holder | $213 | $6,013-96.5% | $6,642-96.8% | $5,306-96.0% |