Filed March 21, 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 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,886 | $64,348+101.8% | $90,160+44.1% | $70,131+85.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.91% | 28.13%-10.2pp | 34.88%-17.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $4,637 | $2,046+126.7% | $3,318+39.7% | $2,342+97.9% |
| Participant deferral / active EE | $6,938 | $4,389+58.1% | $5,288+31.2% | $3,332+108.2% |
| Admin fee / account holder | $160 | $3,944-96.0% | $5,943-97.3% | $4,645-96.6% |