Filed November 10, 2014 (most recent of 7 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 6-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 | $35,615 | $54,380-34.5% | $68,509-48.0% | $59,632-40.3% |
| Participation rate | 73.2% | 70.2%+3.0pp | 74.7%-1.6pp | 68.7%+4.5pp |
| Annual return | 0.00% | 2.83%-2.8pp | 8.27%-8.3pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $497 | $1,539-67.7% | $2,278-78.2% | $2,203-77.4% |
| Participant deferral / active EE | $2,166 | $2,643-18.1% | $3,382-36.0% | $3,192-32.1% |
| Admin fee / account holder | $64 | $3,885-98.4% | $5,275-98.8% | $4,297-98.5% |