Filed March 24, 2016
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,460 | $165,912-84.7% | $122,332-79.2% | $147,584-82.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 20.63% | 34.55%-13.9pp | 30.27%-9.6pp | 578.55%-557.9pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,050-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,554 | $4,005+38.7% | $3,287+69.0% | $5,439+2.1% |
| Admin fee / account holder | $279 | $7,424-96.2% | $5,478-94.9% | $10,885-97.4% |