Filed November 12, 2013
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.
Annual investment return 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 | $19,519 | $99,032-80.3% | $80,019-75.6% | $135,375-85.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -11.81% | 15.39%-27.2pp | 11.22%-23.0pp | 519.73%-531.5pp |
| Employer contribution / active EE | $7,571 | $3,043+148.8% | $2,468+206.8% | $4,779+58.4% |
| Participant deferral / active EE | $7,787 | $4,282+81.9% | $3,686+111.3% | $5,609+38.8% |
| Admin fee / account holder | $34 | $10,436-99.7% | $6,521-99.5% | $10,827-99.7% |