Filed December 30, 2014
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 | $25,231 | $98,750-74.4% | $149,696-83.1% | $79,858-68.4% |
| Participation rate | 80.4% | 75.8%+4.7pp | 82.5%-2.0pp | 69.6%+10.8pp |
| Annual return | 14.49% | 27.43%-12.9pp | 276.60%-262.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,096 | $5,680-45.5% | $6,842-54.7% | $3,740-17.2% |
| Admin fee / account holder | $46 | $6,053-99.2% | $9,309-99.5% | $5,306-99.1% |