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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $380,722 | $102,616+271.0% | $81,983+364.4% | $158,922+139.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 16.50% | 61.04%-44.5pp | 41.31%-24.8pp | 302.83%-286.3pp |
| Employer contribution / active EE | $10,029 | $3,240+209.5% | $2,498+301.5% | $4,761+110.6% |
| Participant deferral / active EE | $15,287 | $4,648+228.9% | $3,722+310.7% | $5,982+155.5% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |