Filed June 27, 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 | $242,161 | $96,635+150.6% | $86,612+179.6% | $139,434+73.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.62% | 106.41%-93.8pp | 591.07%-578.4pp | 372.94%-360.3pp |
| Employer contribution / active EE | $4,384 | $3,263+34.3% | $3,022+45.0% | $4,751-7.7% |
| Participant deferral / active EE | $23,978 | $4,836+395.8% | $4,438+440.3% | $6,710+257.3% |
| Admin fee / account holder | $5 | $6,408-99.9% | $5,614-99.9% | $11,403-100.0% |