Filed April 15, 2015
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 | $61,230 | $168,632-63.7% | $147,614-58.5% | $125,391-51.2% |
| Participation rate | 88.9% | 88.8%+0.1pp | 84.6%+4.3pp | 83.2%+5.7pp |
| Annual return | 0.00% | 77.65%-77.6pp | 61.98%-62.0pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,805 | $6,252-71.1% | $5,564-67.6% | $4,866-62.9% |
| Participant deferral / active EE | $3,901 | $5,507-29.2% | $4,895-20.3% | $5,352-27.1% |
| Admin fee / account holder | $117 | $13,580-99.1% | $11,611-99.0% | $9,540-98.8% |