Filed December 10, 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 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,527 | $77,813-86.5% | $123,544-91.5% | $64,186-83.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -12.71% | 12.48%-25.2pp | 119.20%-131.9pp | 7.63%-20.3pp |
| Employer contribution / active EE | $1,559 | $3,014-48.3% | $4,628-66.3% | $2,381-34.5% |
| Participant deferral / active EE | $2,568 | $5,240-51.0% | $6,426-60.0% | $3,470-26.0% |
| Admin fee / account holder | $49 | $5,519-99.1% | $9,284-99.5% | $4,888-99.0% |