Filed June 25, 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 | $57,776 | $78,694-26.6% | $67,652-14.6% | $125,391-53.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 2.21% | 9.46%-7.2pp | 6625.04%-6622.8pp | 282.22%-280.0pp |
| Employer contribution / active EE | $4,992 | $3,044+64.0% | $2,266+120.3% | $4,866+2.6% |
| Participant deferral / active EE | $9,593 | $4,292+123.5% | $3,560+169.5% | $5,352+79.3% |
| Admin fee / account holder | $42 | $7,403-99.4% | $4,821-99.1% | $9,540-99.6% |