Filed March 27, 2014 (most recent of 5 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 | $41,907 | $40,256+4.1% | $57,343-26.9% | $59,632-29.7% |
| Participation rate | 94.7% | 69.2%+25.6pp | 75.1%+19.6pp | 68.7%+26.1pp |
| Annual return | -47.93% | 27.49%-75.4pp | 24.39%-72.3pp | 2041.28%-2089.2pp |
| Employer contribution / active EE | $1,664 | $1,922-13.4% | $2,689-38.1% | $2,203-24.5% |
| Participant deferral / active EE | $3,889 | $2,399+62.1% | $3,162+23.0% | $3,192+21.9% |
| Admin fee / account holder | $170 | $2,818-94.0% | $3,356-94.9% | $4,297-96.1% |