Filed March 10, 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 | $215,824 | $83,337+159.0% | $67,834+218.2% | $273,961-21.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 8.56% | 259.45%-250.9pp | 138.47%-129.9pp | 41.45%-32.9pp |
| Employer contribution / active EE | $6,087 | $3,287+85.2% | $2,403+153.3% | $4,869+25.0% |
| Participant deferral / active EE | $9,729 | $4,088+138.0% | $3,160+207.9% | $5,287+84.0% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |