Filed November 8, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $298,772 | $171,865+73.8% | $149,718+99.6% | $147,584+102.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.80% | 2113.22%-2098.4pp | 1501.63%-1486.8pp | 578.55%-563.8pp |
| Employer contribution / active EE | $17,071 | $6,275+172.0% | $5,445+213.5% | $4,876+250.1% |
| Participant deferral / active EE | $1,444 | $7,271-80.1% | $6,569-78.0% | $5,439-73.4% |
| Admin fee / account holder | $51 | $13,799-99.6% | $11,283-99.5% | $10,885-99.5% |