Filed December 8, 2014 (most recent of 2 filings on file)
Total covered: 2 employees
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,855 | $84,695+235.2% | $73,843+284.4% | $125,391+126.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.36% | 3123.53%-3124.9pp | 2267.84%-2269.2pp | 282.22%-283.6pp |
| Employer contribution / active EE | $8,208 | $3,123+162.8% | $2,787+194.5% | $4,866+68.7% |
| Participant deferral / active EE | $17,292 | $3,992+333.1% | $3,583+382.6% | $5,352+223.1% |
| Admin fee / account holder | $8 | $5,691-99.9% | $4,880-99.8% | $9,540-99.9% |