Filed April 9, 2015 (most recent of 2 filings on file)
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 4-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 | $7,380 | $76,552-90.4% | $123,892-94.0% | $62,891-88.3% |
| Participation rate | 96.6% | 73.0%+23.6pp | 81.4%+15.1pp | 69.3%+27.2pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $4,641 | $2,883+61.0% | $4,617+0.5% | $2,281+103.5% |
| Participant deferral / active EE | $2,723 | $4,840-43.7% | $5,984-54.5% | $3,203-15.0% |
| Admin fee / account holder | $211 | $4,826-95.6% | $8,357-97.5% | $4,296-95.1% |