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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,297 | $70,669-72.7% | $169,368-88.6% | $75,163-74.3% |
| Participation rate | 70.7% | 64.8%+5.9pp | 77.1%-6.5pp | 67.2%+3.5pp |
| Annual return | 19.29% | 36.36%-17.1pp | 405.60%-386.3pp | 160.62%-141.3pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,358 | $4,311-22.1% | $6,221-46.0% | $4,125-18.6% |
| Admin fee / account holder | $227 | $5,402-95.8% | $9,003-97.5% | $5,651-96.0% |