Filed April 15, 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 | $50,293 | $73,515-31.6% | $62,995-20.2% | $147,584-65.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.18% | 175.43%-160.2pp | 87.57%-72.4pp | 578.55%-563.4pp |
| Employer contribution / active EE | $1,718 | $3,320-48.3% | $2,759-37.7% | $4,876-64.8% |
| Participant deferral / active EE | $1,703 | $4,185-59.3% | $3,329-48.9% | $5,439-68.7% |
| Admin fee / account holder | $18 | $5,953-99.7% | $3,600-99.5% | $10,885-99.8% |