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 | $68,729 | $209,832-67.2% | $189,513-63.7% | $167,490-59.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.45% | 748.27%-734.8pp | 555.15%-541.7pp | 478.56%-465.1pp |
| Employer contribution / active EE | $3,646 | $6,914-47.3% | $6,162-40.8% | $4,837-24.6% |
| Participant deferral / active EE | $3,716 | $8,935-58.4% | $8,221-54.8% | $6,341-41.4% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |