Filed April 7, 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 | $37,553 | $153,772-75.6% | $133,980-72.0% | $273,961-86.3% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 8.51% | 36.51%-28.0pp | 29.30%-20.8pp | 41.45%-32.9pp |
| Employer contribution / active EE | $2,224 | $6,029-63.1% | $5,211-57.3% | $4,869-54.3% |
| Participant deferral / active EE | $2,491 | $6,958-64.2% | $6,282-60.3% | $5,287-52.9% |
| Admin fee / account holder | $88 | $11,765-99.2% | $9,324-99.1% | $10,132-99.1% |