Filed June 7, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,897 | $92,703-39.7% | $82,719-32.4% | $134,475-58.4% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -16.96% | 944.92%-961.9pp | 701.18%-718.1pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,036 | $3,274-37.8% | $3,009-32.3% | $4,740-57.0% |
| Participant deferral / active EE | $4,429 | $4,802-7.8% | $4,395+0.8% | $6,400-30.8% |
| Admin fee / account holder | $266 | $5,983-95.6% | $5,329-95.0% | $11,426-97.7% |