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 | $33,146 | $39,122-15.3% | $57,179-42.0% | $62,891-47.3% |
| Participation rate | 92.6% | 70.5%+22.1pp | 75.3%+17.2pp | 69.3%+23.3pp |
| Annual return | -7.11% | 9.23%-16.3pp | 14.59%-21.7pp | 20.14%-27.2pp |
| Employer contribution / active EE | $4,001 | $1,874+113.5% | $2,682+49.2% | $2,281+75.4% |
| Participant deferral / active EE | $782 | $2,374-67.1% | $3,096-74.8% | $3,203-75.6% |
| Admin fee / account holder | $175 | $2,592-93.2% | $3,139-94.4% | $4,296-95.9% |