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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,198 | $201,272-74.1% | $184,203-71.7% | $145,922-64.2% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 12.72% | 29.00%-16.3pp | 28.81%-16.1pp | 561.29%-548.6pp |
| Employer contribution / active EE | $4,820 | $7,022-31.3% | $6,427-25.0% | $4,660+3.5% |
| Participant deferral / active EE | $4,884 | $9,806-50.2% | $9,131-46.5% | $6,688-27.0% |
| Admin fee / account holder | -$57 | $16,364-100.3% | $13,901-100.4% | $13,397-100.4% |