Filed April 30, 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 | $13,879 | $90,503-84.7% | $78,689-82.4% | $273,961-94.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 484.97% | 75.60%+409.4pp | 62.18%+422.8pp | 41.45%+443.5pp |
| Employer contribution / active EE | $1,890 | $3,176-40.5% | $2,851-33.7% | $4,869-61.2% |
| Participant deferral / active EE | $3,103 | $3,901-20.5% | $3,517-11.8% | $5,287-41.3% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |