Filed November 8, 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 | $111,616 | $90,600+23.2% | $79,464+40.5% | $135,375-17.6% |
| Participation rate | 94.7% | 76.0%+18.7pp | 73.3%+21.4pp | 82.6%+12.1pp |
| Annual return | -7.07% | 977.43%-984.5pp | 718.14%-725.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $7,202 | $3,068+134.8% | $2,800+157.2% | $4,779+50.7% |
| Participant deferral / active EE | $7,720 | $4,050+90.6% | $3,704+108.4% | $5,609+37.7% |
| Admin fee / account holder | $263 | $5,907-95.6% | $5,113-94.9% | $10,827-97.6% |