Filed January 29, 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 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 | $56,244 | $99,020-43.2% | $86,590-35.0% | $147,584-61.9% |
| Participation rate | 73.7% | 76.3%-2.7pp | 73.5%+0.1pp | 82.8%-9.1pp |
| Annual return | 23.67% | 1312.34%-1288.7pp | 964.84%-941.2pp | 578.55%-554.9pp |
| Employer contribution / active EE | $1,737 | $3,132-44.5% | $2,839-38.8% | $4,876-64.4% |
| Participant deferral / active EE | $3,296 | $3,972-17.0% | $3,609-8.7% | $5,439-39.4% |
| Admin fee / account holder | $152 | $5,710-97.3% | $4,906-96.9% | $10,885-98.6% |