Filed June 3, 2014 (most recent of 2 filings on file)
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 | $97,224 | $104,907-7.3% | $84,611+14.9% | $152,861-36.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 19.54% | 373.79%-354.2pp | 258.74%-239.2pp | 345.32%-325.8pp |
| Employer contribution / active EE | $5,247 | $3,302+58.9% | $2,652+97.8% | $4,762+10.2% |
| Participant deferral / active EE | $8,539 | $4,688+82.2% | $3,899+119.0% | $5,850+46.0% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |