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 | $15,516 | $64,307-75.9% | $57,343-72.9% | $125,391-87.6% |
| Participation rate | 81.8% | 78.6%+3.2pp | 75.1%+6.7pp | 83.2%-1.4pp |
| Annual return | 2.05% | 25.12%-23.1pp | 24.39%-22.3pp | 282.22%-280.2pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,379 | $3,848-38.2% | $3,162-24.8% | $5,352-55.5% |
| Admin fee / account holder | $0 | $5,242-100.0% | $3,356-100.0% | $9,540-100.0% |