Filed January 16, 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 | $56,761 | $183,963-69.1% | $162,163-65.0% | $152,861-62.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 53.78% | 150.76%-97.0pp | 115.59%-61.8pp | 345.32%-291.5pp |
| Employer contribution / active EE | $3,463 | $6,371-45.6% | $5,614-38.3% | $4,762-27.3% |
| Participant deferral / active EE | $4,768 | $8,034-40.7% | $7,298-34.7% | $5,850-18.5% |
| Admin fee / account holder | $269 | $13,121-98.0% | $10,843-97.5% | $11,596-97.7% |