Filed November 19, 2013
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 4-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,118 | $78,705-83.3% | $117,854-88.9% | $70,131-81.3% |
| Participation rate | 97.8% | 73.2%+24.6pp | 79.7%+18.2pp | 69.5%+28.3pp |
| Annual return | 13.22% | 23.30%-10.1pp | 335.08%-321.9pp | 73.14%-59.9pp |
| Employer contribution / active EE | $1,313 | $2,223-41.0% | $3,786-65.3% | $2,342-44.0% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $37 | $5,065-99.3% | $8,020-99.5% | $4,645-99.2% |