Filed August 25, 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 | $91,793 | $176,812-48.1% | $146,665-37.4% | $167,490-45.2% |
| Participation rate | 86.4% | 83.6%+2.7pp | 80.1%+6.3pp | 82.1%+4.3pp |
| Annual return | 17.51% | 24.03%-6.5pp | 22.74%-5.2pp | 478.56%-461.0pp |
| Employer contribution / active EE | $2,166 | $5,160-58.0% | $4,136-47.6% | $4,837-55.2% |
| Participant deferral / active EE | $5,024 | $6,440-22.0% | $5,506-8.8% | $6,341-20.8% |
| Admin fee / account holder | $206 | $13,259-98.4% | $10,280-98.0% | $12,309-98.3% |