Filed December 30, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,932 | $48,230+49.1% | $67,502+6.6% | $80,856-11.0% |
| Participation rate | 96.0% | 66.4%+29.6pp | 72.9%+23.1pp | 67.6%+28.4pp |
| Annual return | 14.18% | 18.28%-4.1pp | 3512.12%-3497.9pp | 35.59%-21.4pp |
| Employer contribution / active EE | $3,246 | $2,020+60.7% | $2,731+18.9% | $2,755+17.8% |
| Participant deferral / active EE | $4,220 | $2,924+44.3% | $4,000+5.5% | $4,296-1.8% |
| Admin fee / account holder | $160 | $3,681-95.6% | $3,998-96.0% | $6,918-97.7% |