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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $301,788 | $88,751+240.0% | $81,812+268.9% | $145,922+106.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.05% | 1025.40%-1012.4pp | 773.79%-760.7pp | 561.29%-548.2pp |
| Employer contribution / active EE | $4,368 | $3,083+41.7% | $2,912+50.0% | $4,660-6.3% |
| Participant deferral / active EE | $23,663 | $4,643+409.6% | $4,319+447.9% | $6,688+253.8% |
| Admin fee / account holder | $10 | $8,415-99.9% | $7,386-99.9% | $13,397-99.9% |