Filed October 1, 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 | $61,407 | $183,963-66.6% | $162,163-62.1% | $152,861-59.8% |
| Participation rate | 88.2% | 88.5%-0.3pp | 87.6%+0.7pp | 82.4%+5.8pp |
| Annual return | 21.00% | 150.76%-129.8pp | 115.59%-94.6pp | 345.32%-324.3pp |
| Employer contribution / active EE | $4,034 | $6,371-36.7% | $5,614-28.1% | $4,762-15.3% |
| Participant deferral / active EE | $3,088 | $8,034-61.6% | $7,298-57.7% | $5,850-47.2% |
| Admin fee / account holder | $129 | $13,121-99.0% | $10,843-98.8% | $11,596-98.9% |