Filed July 2, 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 | $100,658 | $99,877+0.8% | $84,966+18.5% | $145,922-31.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.32% | 83.76%-65.4pp | 66.38%-48.1pp | 561.29%-543.0pp |
| Employer contribution / active EE | $1,299 | $3,231-59.8% | $2,727-52.4% | $4,660-72.1% |
| Participant deferral / active EE | $2,484 | $5,291-53.0% | $4,519-45.0% | $6,688-62.9% |
| Admin fee / account holder | $29 | $7,248-99.6% | $6,149-99.5% | $13,397-99.8% |