Filed August 26, 2014
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 | $30,151 | $59,805-49.6% | $79,550-62.1% | $68,494-56.0% |
| Participation rate | 72.3% | 61.1%+11.3pp | 69.5%+2.9pp | 67.9%+4.5pp |
| Annual return | -18.12% | -12.30%-5.8pp | 0.16%-18.3pp | -7.84%-10.3pp |
| Employer contribution / active EE | $350 | $1,505-76.8% | $2,413-85.5% | $2,596-86.5% |
| Participant deferral / active EE | $2,029 | $3,024-32.9% | $3,985-49.1% | $4,027-49.6% |
| Admin fee / account holder | $66 | $4,835-98.6% | $6,832-99.0% | $5,403-98.8% |