Filed January 29, 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 | $56,337 | $39,534+42.5% | $46,225+21.9% | $62,891-10.4% |
| Participation rate | 81.5% | 74.6%+6.9pp | 79.5%+2.0pp | 69.3%+12.2pp |
| Annual return | 7.43% | 8.93%-1.5pp | 7.57%-0.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $3,943 | $2,646+49.0% | $3,424+15.2% | $2,281+72.9% |
| Participant deferral / active EE | $3,382 | $2,681+26.1% | $3,776-10.4% | $3,203+5.6% |
| Admin fee / account holder | $46 | $2,464-98.1% | $3,519-98.7% | $4,296-98.9% |