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 | $41,214 | $88,751-53.6% | $81,812-49.6% | $145,922-71.8% |
| Participation rate | 82.6% | 75.0%+7.6pp | 72.3%+10.3pp | 80.3%+2.3pp |
| Annual return | 17.18% | 1025.40%-1008.2pp | 773.79%-756.6pp | 561.29%-544.1pp |
| Employer contribution / active EE | $1,910 | $3,083-38.1% | $2,912-34.4% | $4,660-59.0% |
| Participant deferral / active EE | $3,491 | $4,643-24.8% | $4,319-19.2% | $6,688-47.8% |
| Admin fee / account holder | $10 | $8,415-99.9% | $7,386-99.9% | $13,397-99.9% |