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 | $79,679 | $92,222-13.6% | $76,768+3.8% | $135,375-41.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.33% | 5.46%-9.8pp | 2.43%-6.8pp | 519.73%-524.1pp |
| Employer contribution / active EE | $5,384 | $3,216+67.4% | $2,485+116.6% | $4,779+12.7% |
| Participant deferral / active EE | $9,789 | $4,509+117.1% | $3,852+154.2% | $5,609+74.5% |
| Admin fee / account holder | $3 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |