Filed August 4, 2015 (most recent of 3 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,330 | $110,094-22.5% | $151,611-43.7% | $68,494+24.6% |
| Participation rate | 92.0% | 84.0%+8.0pp | 87.5%+4.5pp | 67.9%+24.1pp |
| Annual return | -18.75% | -10.12%-8.6pp | 3.33%-22.1pp | -7.84%-10.9pp |
| Employer contribution / active EE | $4,351 | $4,471-2.7% | $6,166-29.4% | $2,596+67.6% |
| Participant deferral / active EE | $2,982 | $6,527-54.3% | $8,363-64.3% | $4,027-26.0% |
| Admin fee / account holder | $155 | $7,719-98.0% | $11,616-98.7% | $5,403-97.1% |