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 | $67,019 | $56,484+18.7% | $169,463-60.5% | $64,186+4.4% |
| Participation rate | 81.8% | 64.5%+17.3pp | 77.8%+4.0pp | 69.6%+12.2pp |
| Annual return | -6.39% | -1.55%-4.8pp | 1.83%-8.2pp | 7.63%-14.0pp |
| Employer contribution / active EE | $22,560 | $1,832+1131.1% | $4,159+442.4% | $2,381+847.6% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $5,277-100.0% | $3,470-100.0% |
| Admin fee / account holder | $294 | $4,174-93.0% | $9,109-96.8% | $4,888-94.0% |