Filed December 4, 2014 (most recent of 3 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 | $46,021 | $87,841-47.6% | $133,980-65.7% | $62,891-26.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 207.13% | 12.05%+195.1pp | 29.30%+177.8pp | 20.14%+187.0pp |
| Employer contribution / active EE | $5,831 | $3,483+67.4% | $5,211+11.9% | $2,281+155.6% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $5,371-100.0% | $9,324-100.0% | $4,296-100.0% |