Filed August 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,883 | $100,041-42.1% | $149,718-61.3% | $70,131-17.5% |
| Participation rate | 88.0% | 83.6%+4.4pp | 87.1%+0.9pp | 69.5%+18.5pp |
| Annual return | 16.54% | 27.43%-10.9pp | 1501.63%-1485.1pp | 73.14%-56.6pp |
| Employer contribution / active EE | $969 | $3,662-73.5% | $5,445-82.2% | $2,342-58.6% |
| Participant deferral / active EE | $3,317 | $4,983-33.4% | $6,569-49.5% | $3,332-0.4% |
| Admin fee / account holder | $219 | $8,286-97.4% | $11,283-98.1% | $4,645-95.3% |