Filed January 23, 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 | $78,754 | $85,766-8.2% | $136,294-42.2% | $70,131+12.3% |
| Participation rate | 70.8% | 74.2%-3.3pp | 81.9%-11.1pp | 69.5%+1.3pp |
| Annual return | 18.22% | 31.45%-13.2pp | 5155.94%-5137.7pp | 73.14%-54.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,266 | $5,051-55.2% | $6,247-63.7% | $3,332-32.0% |
| Admin fee / account holder | $222 | $5,420-95.9% | $9,243-97.6% | $4,645-95.2% |