Filed May 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 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $431,872 | $131,829+227.6% | $108,579+297.7% | $273,961+57.6% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.6%+9.3pp | 83.0%+5.9pp |
| Annual return | -3.19% | -91.57%+88.4pp | -51.70%+48.5pp | 41.45%-44.6pp |
| Employer contribution / active EE | $3,651 | $4,912-25.7% | $3,758-2.8% | $4,869-25.0% |
| Participant deferral / active EE | $9,118 | $5,127+77.8% | $4,311+111.5% | $5,287+72.5% |
| Admin fee / account holder | $188 | $10,252-98.2% | $7,645-97.5% | $10,132-98.1% |