Filed December 19, 2013
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.
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $80,166-100.0% | $319,634-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 27.6%-27.6pp | 13.5%-13.5pp |
| Annual return | 11.24% | 8.78%+2.5pp | 174.94%-163.7pp | 9.29%+2.0pp |
| Employer contribution / active EE | $13,462 | $11,816+13.9% | $38,590-65.1% | $15,168-11.2% |
| Participant deferral / active EE | $0 | $8-100.0% | $8-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $1,783-100.0% | $3,298-100.0% | $2,037-100.0% |