Filed May 14, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,177 | $53,127+195.8% | $86,590+81.5% | $70,131+124.1% |
| Participation rate | 97.6% | 65.3%+32.3pp | 73.5%+24.1pp | 69.5%+28.1pp |
| Annual return | 18.16% | 27.66%-9.5pp | 964.84%-946.7pp | 73.14%-55.0pp |
| Employer contribution / active EE | $7,763 | $2,068+275.3% | $2,839+173.4% | $2,342+231.4% |
| Participant deferral / active EE | $8,557 | $2,696+217.4% | $3,609+137.1% | $3,332+156.8% |
| Admin fee / account holder | $40 | $3,585-98.9% | $4,906-99.2% | $4,645-99.1% |