Filed September 4, 2015 (most recent of 4 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,247 | $55,706-88.8% | $75,886-91.8% | $72,985-91.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 24.56% | 27.59%-3.0pp | 30.76%-6.2pp | 81.00%-56.4pp |
| Employer contribution / active EE | $1,109 | $1,687-34.3% | $2,500-55.7% | $2,440-54.6% |
| Participant deferral / active EE | $1,749 | $2,634-33.6% | $3,603-51.4% | $3,607-51.5% |
| Admin fee / account holder | $0 | $3,978-100.0% | $5,418-100.0% | $5,124-100.0% |