Filed January 8, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,792 | $87,841-17.1% | $133,980-45.7% | $62,891+15.7% |
| Participation rate | 81.7% | 83.4%-1.7pp | 87.1%-5.4pp | 69.3%+12.4pp |
| Annual return | 20.23% | 12.05%+8.2pp | 29.30%-9.1pp | 20.14%+0.1pp |
| Employer contribution / active EE | $2,019 | $3,483-42.0% | $5,211-61.3% | $2,281-11.5% |
| Participant deferral / active EE | $5,530 | $4,812+14.9% | $6,282-12.0% | $3,203+72.6% |
| Admin fee / account holder | $216 | $5,371-96.0% | $9,324-97.7% | $4,296-95.0% |