Filed August 9, 2013 (most recent of 2 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 6-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,016 | $56,357-91.1% | $104,294-95.2% | $68,494-92.7% |
| Participation rate | 97.9% | 63.3%+34.7pp | 73.3%+24.7pp | 67.9%+30.0pp |
| Annual return | -17.88% | -9.19%-8.7pp | 24.61%-42.5pp | -7.84%-10.0pp |
| Employer contribution / active EE | $4,172 | $1,960+112.8% | $3,372+23.7% | $2,596+60.7% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,625-100.0% | $4,027-100.0% |
| Admin fee / account holder | $48 | $4,903-99.0% | $7,339-99.3% | $5,403-99.1% |