Filed November 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,723 | $40,256+6.1% | $57,343-25.5% | $59,632-28.4% |
| Participation rate | 96.6% | 69.2%+27.4pp | 75.1%+21.5pp | 68.7%+27.9pp |
| Annual return | 4.50% | 27.49%-23.0pp | 24.39%-19.9pp | 2041.28%-2036.8pp |
| Employer contribution / active EE | $42 | $1,922-97.8% | $2,689-98.4% | $2,203-98.1% |
| Participant deferral / active EE | $1,465 | $2,399-38.9% | $3,162-53.7% | $3,192-54.1% |
| Admin fee / account holder | $281 | $2,818-90.0% | $3,356-91.6% | $4,297-93.5% |