Filed August 21, 2015 (most recent of 3 filings on file)
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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,021 | $214,378-59.9% | $200,582-57.1% | $142,382-39.6% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | 10.58% | 46.41%-35.8pp | 42.33%-31.8pp | 217.08%-206.5pp |
| Employer contribution / active EE | $3,334 | $6,841-51.3% | $6,419-48.1% | $4,299-22.4% |
| Participant deferral / active EE | $4,538 | $9,865-54.0% | $9,331-51.4% | $6,507-30.3% |
| Admin fee / account holder | $215 | $17,692-98.8% | $16,305-98.7% | $12,624-98.3% |