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 9-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 | $61,224 | $47,977+27.6% | $154,107-60.3% | $56,287+8.8% |
| Participation rate | 93.7% | 66.2%+27.6pp | 83.0%+10.7pp | 69.9%+23.9pp |
| Annual return | -6.15% | 3.54%-9.7pp | 735.12%-741.3pp | -9.96%+3.8pp |
| Employer contribution / active EE | $2,628 | $2,169+21.2% | $5,298-50.4% | $2,111+24.5% |
| Participant deferral / active EE | $1,248 | $2,392-47.8% | $5,081-75.4% | $3,350-62.7% |
| Admin fee / account holder | $7 | $438-98.4% | $13,411-99.9% | $521-98.7% |