Filed May 27, 2015 (most recent of 3 filings on file)
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 | $52,364 | $153,772-65.9% | $133,980-60.9% | $273,961-80.9% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.1%+4.6pp | 83.0%+8.7pp |
| Annual return | 5.99% | 36.51%-30.5pp | 29.30%-23.3pp | 41.45%-35.5pp |
| Employer contribution / active EE | $2,229 | $6,029-63.0% | $5,211-57.2% | $4,869-54.2% |
| Participant deferral / active EE | $3,257 | $6,958-53.2% | $6,282-48.1% | $5,287-38.4% |
| Admin fee / account holder | $5 | $11,765-100.0% | $9,324-99.9% | $10,132-100.0% |