Filed April 18, 2014 (most recent of 3 filings on file)
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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,475 | $90,503-1.1% | $78,689+13.7% | $273,961-67.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.26% | 75.60%-75.3pp | 62.18%-61.9pp | 41.45%-41.2pp |
| Employer contribution / active EE | $7,171 | $3,176+125.8% | $2,851+151.6% | $4,869+47.3% |
| Participant deferral / active EE | $2,720 | $3,901-30.3% | $3,517-22.7% | $5,287-48.6% |
| Admin fee / account holder | $226 | $5,263-95.7% | $4,510-95.0% | $10,132-97.8% |