Filed January 28, 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 8-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,179 | $77,813-90.8% | $123,544-94.2% | $64,186-88.8% |
| Participation rate | 85.7% | 74.7%+11.0pp | 82.3%+3.4pp | 69.6%+16.1pp |
| Annual return | 0.00% | 12.48%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,413 | $3,014-19.9% | $4,628-47.8% | $2,381+1.4% |
| Participant deferral / active EE | $4,478 | $5,240-14.5% | $6,426-30.3% | $3,470+29.1% |
| Admin fee / account holder | $78 | $5,519-98.6% | $9,284-99.2% | $4,888-98.4% |