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 | $29,883 | $92,703-67.8% | $82,719-63.9% | $134,475-77.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.01% | 944.92%-964.9pp | 701.18%-721.2pp | 417.96%-438.0pp |
| Employer contribution / active EE | $3,243 | $3,274-0.9% | $3,009+7.8% | $4,740-31.6% |
| Participant deferral / active EE | $6,656 | $4,802+38.6% | $4,395+51.5% | $6,400+4.0% |
| Admin fee / account holder | $29 | $5,983-99.5% | $5,329-99.5% | $11,426-99.7% |