Filed July 23, 2014 (most recent of 5 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,064 | $90,503-25.9% | $78,689-14.8% | $273,961-75.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 17.21% | 75.60%-58.4pp | 62.18%-45.0pp | 41.45%-24.2pp |
| Employer contribution / active EE | $14,180 | $3,176+346.5% | $2,851+397.4% | $4,869+191.2% |
| Participant deferral / active EE | $12,644 | $3,901+224.1% | $3,517+259.5% | $5,287+139.1% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |