Filed January 27, 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 | $122,244 | $167,484-27.0% | $151,611-19.4% | $134,475-9.1% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -18.21% | 7.80%-26.0pp | 3.33%-21.5pp | 417.96%-436.2pp |
| Employer contribution / active EE | $8,458 | $6,829+23.9% | $6,166+37.2% | $4,740+78.5% |
| Participant deferral / active EE | $16,916 | $8,986+88.3% | $8,363+102.3% | $6,400+164.3% |
| Admin fee / account holder | $207 | $13,783-98.5% | $11,616-98.2% | $11,426-98.2% |