Filed September 10, 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 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,768 | $79,449-85.2% | $189,557-93.8% | $85,850-86.3% |
| Participation rate | 73.2% | 66.0%+7.2pp | 78.4%-5.2pp | 69.3%+3.9pp |
| Annual return | 26.72% | 18.45%+8.3pp | 64.17%-37.5pp | 318.53%-291.8pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,737 | $4,051-32.4% | $6,174-55.7% | $3,952-30.7% |
| Admin fee / account holder | $261 | $5,377-95.1% | $9,807-97.3% | $6,260-95.8% |