Filed April 6, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,212 | $160,055-55.5% | $140,016-49.1% | $135,375-47.4% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.5%-9.7pp | 82.6%-4.9pp |
| Annual return | -8.15% | 911.38%-919.5pp | 651.12%-659.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $3,953 | $6,420-38.4% | $5,606-29.5% | $4,779-17.3% |
| Participant deferral / active EE | $3,953 | $7,642-48.3% | $6,927-42.9% | $5,609-29.5% |
| Admin fee / account holder | $35 | $13,328-99.7% | $10,705-99.7% | $10,827-99.7% |