Filed July 21, 2015 (most recent of 12 filings on file)
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 5-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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $202,366-100.0% | $143,222-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 71.5%-71.5pp | 57.6%-57.6pp | 47.4%-47.4pp |
| Annual return | -0.44% | 8.49%-8.9pp | 8.97%-9.4pp | 12.16%-12.6pp |
| Employer contribution / active EE | $0 | $52,714-100.0% | $37,026-100.0% | $44,746-100.0% |
| Participant deferral / active EE | $0 | $981-100.0% | $1,023-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $2,444-100.0% | $2,546-100.0% | $17,640-100.0% |