Filed April 29, 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 3-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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,227 | $117,841-93.0% | $102,423-92.0% | $145,922-94.4% |
| Participation rate | 95.2% | 78.6%+16.7pp | 76.5%+18.7pp | 80.3%+15.0pp |
| Annual return | 14.24% | 31.65%-17.4pp | 29.32%-15.1pp | 561.29%-547.0pp |
| Employer contribution / active EE | $926 | $3,615-74.4% | $3,023-69.4% | $4,660-80.1% |
| Participant deferral / active EE | $2,641 | $5,731-53.9% | $5,053-47.7% | $6,688-60.5% |
| Admin fee / account holder | $73 | $13,326-99.5% | $9,451-99.2% | $13,397-99.5% |