Filed August 12, 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 7-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.
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 | $7,973 | $152,587-94.8% | $125,175-93.6% | $152,861-94.8% |
| Participation rate | 81.8% | 83.3%-1.5pp | 79.8%+2.0pp | 82.4%-0.6pp |
| Annual return | 0.00% | 54.84%-54.8pp | 43.79%-43.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,390 | $4,946-51.7% | $3,865-38.2% | $4,762-49.8% |
| Participant deferral / active EE | $3,802 | $5,868-35.2% | $4,937-23.0% | $5,850-35.0% |
| Admin fee / account holder | $15 | $13,434-99.9% | $9,702-99.8% | $11,596-99.9% |