Filed June 1, 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 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.
Participant contribution per participant 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 | $10,152 | $153,772-93.4% | $133,980-92.4% | $273,961-96.3% |
| Participation rate | 89.5% | 88.4%+1.1pp | 87.1%+2.4pp | 83.0%+6.5pp |
| Annual return | 6.16% | 36.51%-30.4pp | 29.30%-23.1pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,655 | $6,029-72.5% | $5,211-68.2% | $4,869-66.0% |
| Participant deferral / active EE | $1,656 | $6,958-76.2% | $6,282-73.6% | $5,287-68.7% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |