Filed August 20, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,669 | $153,772-70.3% | $133,980-65.9% | $273,961-83.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.52% | 36.51%-33.0pp | 29.30%-25.8pp | 41.45%-37.9pp |
| Employer contribution / active EE | $2,577 | $6,029-57.2% | $5,211-50.5% | $4,869-47.1% |
| Participant deferral / active EE | $1,135 | $6,958-83.7% | $6,282-81.9% | $5,287-78.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |