Filed January 23, 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 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 | $28,657 | $94,529-69.7% | $140,016-79.5% | $64,186-55.4% |
| Participation rate | 98.6% | 84.1%+14.5pp | 87.5%+11.1pp | 69.6%+29.0pp |
| Annual return | -7.18% | 7.77%-14.9pp | 651.12%-658.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,509 | $3,812-60.4% | $5,606-73.1% | $2,381-36.6% |
| Participant deferral / active EE | $1,541 | $5,250-70.6% | $6,927-77.8% | $3,470-55.6% |
| Admin fee / account holder | $10 | $6,741-99.9% | $10,705-99.9% | $4,888-99.8% |