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 | $96,336 | $65,685+46.7% | $57,179+68.5% | $273,961-64.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -9.23% | 21.99%-31.2pp | 14.59%-23.8pp | 41.45%-50.7pp |
| Employer contribution / active EE | $7,089 | $3,279+116.2% | $2,682+164.3% | $4,869+45.6% |
| Participant deferral / active EE | $61 | $3,782-98.4% | $3,096-98.0% | $5,287-98.8% |
| Admin fee / account holder | $291 | $4,835-94.0% | $3,139-90.7% | $10,132-97.1% |