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 | $16,962 | $85,766-80.2% | $136,294-87.6% | $70,131-75.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 32.01% | 31.45%+0.6pp | 5155.94%-5123.9pp | 73.14%-41.1pp |
| Employer contribution / active EE | $5,917 | $2,966+99.5% | $4,695+26.0% | $2,342+152.6% |
| Participant deferral / active EE | $3,755 | $5,051-25.7% | $6,247-39.9% | $3,332+12.7% |
| Admin fee / account holder | $99 | $5,420-98.2% | $9,243-98.9% | $4,645-97.9% |