Filed June 28, 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 | $62,088 | $197,591-68.6% | $177,821-65.1% | $158,922-60.9% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.7%+5.1pp | 82.0%+10.9pp |
| Annual return | 15.57% | 58.76%-43.2pp | 48.32%-32.8pp | 302.83%-287.3pp |
| Employer contribution / active EE | $2,721 | $6,697-59.4% | $5,918-54.0% | $4,761-42.9% |
| Participant deferral / active EE | $5,921 | $8,405-29.6% | $7,714-23.2% | $5,982-1.0% |
| Admin fee / account holder | $44 | $15,399-99.7% | $12,427-99.6% | $11,246-99.6% |