Filed September 24, 2014 (most recent of 4 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.
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 | $23,884 | $183,963-87.0% | $162,163-85.3% | $152,861-84.4% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.6%-17.6pp | 82.4%-12.4pp |
| Annual return | 26.76% | 150.76%-124.0pp | 115.59%-88.8pp | 345.32%-318.6pp |
| Employer contribution / active EE | $3,108 | $6,371-51.2% | $5,614-44.6% | $4,762-34.7% |
| Participant deferral / active EE | $2,582 | $8,034-67.9% | $7,298-64.6% | $5,850-55.9% |
| Admin fee / account holder | $12 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |