Filed December 19, 2014 (most recent of 3 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 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $545,405 | $201,272+171.0% | $184,203+196.1% | $145,922+273.8% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 12.06% | 29.00%-16.9pp | 28.81%-16.8pp | 561.29%-549.2pp |
| Employer contribution / active EE | $16,356 | $7,022+132.9% | $6,427+154.5% | $4,660+251.0% |
| Participant deferral / active EE | $19,098 | $9,806+94.8% | $9,131+109.1% | $6,688+185.6% |
| Admin fee / account holder | $150 | $16,364-99.1% | $13,901-98.9% | $13,397-98.9% |