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 3-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,264 | $65,685-23.5% | $57,179-12.1% | $273,961-81.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -56.53% | 21.99%-78.5pp | 14.59%-71.1pp | 41.45%-98.0pp |
| Employer contribution / active EE | $2,520 | $3,279-23.1% | $2,682-6.0% | $4,869-48.2% |
| Participant deferral / active EE | $613 | $3,782-83.8% | $3,096-80.2% | $5,287-88.4% |
| Admin fee / account holder | $99 | $4,835-98.0% | $3,139-96.9% | $10,132-99.0% |