Filed April 8, 2014 (most recent of 2 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,856 | $90,503-28.3% | $78,689-17.6% | $273,961-76.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.21% | 75.60%-67.4pp | 62.18%-54.0pp | 41.45%-33.2pp |
| Employer contribution / active EE | $8,980 | $3,176+182.8% | $2,851+215.0% | $4,869+84.4% |
| Participant deferral / active EE | $9,558 | $3,901+145.0% | $3,517+171.8% | $5,287+80.8% |
| Admin fee / account holder | $20 | $5,263-99.6% | $4,510-99.6% | $10,132-99.8% |