Filed December 30, 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 8-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.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,626 | $48,046-36.3% | $84,611-63.8% | $72,985-58.0% |
| Participation rate | 94.9% | 57.6%+37.4pp | 68.2%+26.7pp | 69.5%+25.5pp |
| Annual return | 13.60% | 37.38%-23.8pp | 258.74%-245.1pp | 81.00%-67.4pp |
| Employer contribution / active EE | $854 | $1,602-46.7% | $2,652-67.8% | $2,440-65.0% |
| Participant deferral / active EE | $3,999 | $2,680+49.2% | $3,899+2.6% | $3,607+10.9% |
| Admin fee / account holder | $228 | $3,395-93.3% | $4,912-95.3% | $5,124-95.5% |