Filed December 25, 2013
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,956 | $72,388+208.0% | $111,392+100.2% | $64,186+247.4% |
| Participation rate | 92.6% | 70.5%+22.1pp | 78.9%+13.7pp | 69.6%+23.0pp |
| Annual return | 27.37% | -1.50%+28.9pp | -2.06%+29.4pp | 7.63%+19.7pp |
| Employer contribution / active EE | $1,120 | $3,000-62.7% | $4,328-74.1% | $2,381-53.0% |
| Participant deferral / active EE | $0 | $4,241-100.0% | $5,567-100.0% | $3,470-100.0% |
| Admin fee / account holder | $293 | $5,719-94.9% | $12,266-97.6% | $4,888-94.0% |