Filed June 7, 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 | $70,456 | $84,695-16.8% | $73,843-4.6% | $125,391-43.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.82% | 3123.53%-3124.3pp | 2267.84%-2268.7pp | 282.22%-283.0pp |
| Employer contribution / active EE | $2,369 | $3,123-24.2% | $2,787-15.0% | $4,866-51.3% |
| Participant deferral / active EE | $11,512 | $3,992+188.3% | $3,583+221.3% | $5,352+115.1% |
| Admin fee / account holder | $10 | $5,691-99.8% | $4,880-99.8% | $9,540-99.9% |