Filed November 24, 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.
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 | $8,442 | $50,958-83.4% | $74,550-88.7% | $64,186-86.8% |
| Participation rate | 96.8% | 61.1%+35.8pp | 69.1%+27.7pp | 69.6%+27.3pp |
| Annual return | 0.56% | -1.86%+2.4pp | 32.53%-32.0pp | 7.63%-7.1pp |
| Employer contribution / active EE | $1,157 | $1,115+3.8% | $1,961-41.0% | $2,381-51.4% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6 | $4,223-99.9% | $5,060-99.9% | $4,888-99.9% |