Filed January 27, 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 4-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 | $39,060 | $111,754-65.0% | $103,333-62.2% | $145,922-73.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.28% | 24.77%-7.5pp | 24.88%-7.6pp | 561.29%-544.0pp |
| Employer contribution / active EE | $2,677 | $4,212-36.5% | $3,868-30.8% | $4,660-42.6% |
| Participant deferral / active EE | $5,880 | $5,619+4.6% | $5,057+16.3% | $6,688-12.1% |
| Admin fee / account holder | $34 | $9,750-99.7% | $8,355-99.6% | $13,397-99.7% |