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 | $111,718 | $99,020+12.8% | $86,590+29.0% | $147,584-24.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 24.76% | 1312.34%-1287.6pp | 964.84%-940.1pp | 578.55%-553.8pp |
| Employer contribution / active EE | $15,345 | $3,132+389.9% | $2,839+440.4% | $4,876+214.7% |
| Participant deferral / active EE | $12,704 | $3,972+219.8% | $3,609+252.0% | $5,439+133.6% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |