Filed February 26, 2015
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 | $109,074 | $197,591-44.8% | $177,821-38.7% | $158,922-31.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.61% | 58.76%-51.1pp | 48.32%-40.7pp | 302.83%-295.2pp |
| Employer contribution / active EE | $1,353 | $6,697-79.8% | $5,918-77.1% | $4,761-71.6% |
| Participant deferral / active EE | $3,690 | $8,405-56.1% | $7,714-52.2% | $5,982-38.3% |
| Admin fee / account holder | $42 | $15,399-99.7% | $12,427-99.7% | $11,246-99.6% |