Filed January 6, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,433 | $87,841-61.9% | $133,980-75.0% | $62,891-46.8% |
| Participation rate | 74.3% | 83.4%-9.1pp | 87.1%-12.8pp | 69.3%+5.0pp |
| Annual return | 7.33% | 12.05%-4.7pp | 29.30%-22.0pp | 20.14%-12.8pp |
| Employer contribution / active EE | $953 | $3,483-72.7% | $5,211-81.7% | $2,281-58.2% |
| Participant deferral / active EE | $2,065 | $4,812-57.1% | $6,282-67.1% | $3,203-35.5% |
| Admin fee / account holder | $246 | $5,371-95.4% | $9,324-97.4% | $4,296-94.3% |