Filed July 20, 2015
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 | $82,373 | $198,466-58.5% | $170,442-51.7% | $147,584-44.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.90% | 257.29%-245.4pp | 205.93%-194.0pp | 578.55%-566.6pp |
| Employer contribution / active EE | $1,974 | $6,184-68.1% | $5,433-63.7% | $4,876-59.5% |
| Participant deferral / active EE | $10,098 | $5,629+79.4% | $4,939+104.4% | $5,439+85.7% |
| Admin fee / account holder | $201 | $16,852-98.8% | $13,880-98.6% | $10,885-98.2% |