Filed March 22, 2015
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 9-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.
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 | $14,652 | $94,529-84.5% | $140,016-89.5% | $64,186-77.2% |
| Participation rate | 87.1% | 84.1%+3.0pp | 87.5%-0.4pp | 69.6%+17.5pp |
| Annual return | 15.38% | 7.77%+7.6pp | 651.12%-635.7pp | 7.63%+7.8pp |
| Employer contribution / active EE | $1,360 | $3,812-64.3% | $5,606-75.7% | $2,381-42.9% |
| Participant deferral / active EE | $2,688 | $5,250-48.8% | $6,927-61.2% | $3,470-22.5% |
| Admin fee / account holder | $278 | $6,741-95.9% | $10,705-97.4% | $4,888-94.3% |