Filed May 14, 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 | $90,129 | $72,400+24.5% | $67,502+33.5% | $145,922-38.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.36% | 7182.46%-7173.1pp | 3512.12%-3502.8pp | 561.29%-551.9pp |
| Employer contribution / active EE | $6,915 | $3,069+125.3% | $2,731+153.2% | $4,660+48.4% |
| Participant deferral / active EE | $9,325 | $4,783+95.0% | $4,000+133.1% | $6,688+39.4% |
| Admin fee / account holder | $157 | $5,539-97.2% | $3,998-96.1% | $13,397-98.8% |