Filed September 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 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 | $41,301 | $127,065-67.5% | $113,168-63.5% | $142,382-71.0% |
| Participation rate | 86.7% | 79.2%+7.5pp | 76.6%+10.1pp | 80.1%+6.5pp |
| Annual return | 19.20% | 24.03%-4.8pp | 24.27%-5.1pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,484 | $3,442-56.9% | $2,975-50.1% | $4,299-65.5% |
| Participant deferral / active EE | $3,436 | $5,716-39.9% | $5,107-32.7% | $6,507-47.2% |
| Admin fee / account holder | $97 | $15,736-99.4% | $12,068-99.2% | $12,624-99.2% |