Filed June 23, 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 9-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.
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 | $3,924 | $87,841-95.5% | $133,980-97.1% | $62,891-93.8% |
| Participation rate | 96.2% | 83.4%+12.8pp | 87.1%+9.1pp | 69.3%+26.8pp |
| Annual return | 0.00% | 12.05%-12.1pp | 29.30%-29.3pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,416 | $3,483-59.4% | $5,211-72.8% | $2,281-37.9% |
| Participant deferral / active EE | $1,627 | $4,812-66.2% | $6,282-74.1% | $3,203-49.2% |
| Admin fee / account holder | $1 | $5,371-100.0% | $9,324-100.0% | $4,296-100.0% |