Filed April 11, 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 9-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 | $33,777 | $52,519-35.7% | $155,790-78.3% | $59,632-43.4% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | -1.50% | 53.51%-55.0pp | 71.54%-73.0pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $16,457 | $1,589+935.5% | $3,836+329.0% | $2,203+647.1% |
| Participant deferral / active EE | $0 | $3,084-100.0% | $4,797-100.0% | $3,192-100.0% |
| Admin fee / account holder | $163 | $3,540-95.4% | $7,478-97.8% | $4,297-96.2% |