Filed January 2, 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 | $35,755 | $109,817-67.4% | $98,442-63.7% | $167,490-78.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 19.67% | 1956.69%-1937.0pp | 1492.73%-1473.1pp | 478.56%-458.9pp |
| Employer contribution / active EE | $3,488 | $3,224+8.2% | $2,960+17.8% | $4,837-27.9% |
| Participant deferral / active EE | $5,346 | $4,673+14.4% | $4,276+25.0% | $6,341-15.7% |
| Admin fee / account holder | $15 | $6,753-99.8% | $5,949-99.7% | $12,309-99.9% |