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 | $104,555 | $180,449-42.1% | $154,107-32.2% | $135,375-22.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.45% | 888.09%-891.5pp | 735.12%-738.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | $2,340 | $6,035-61.2% | $5,298-55.8% | $4,779-51.0% |
| Participant deferral / active EE | $11,701 | $5,806+101.5% | $5,081+130.3% | $5,609+108.6% |
| Admin fee / account holder | $291 | $16,143-98.2% | $13,411-97.8% | $10,827-97.3% |