Filed August 31, 2016
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 | $40,916 | $39,122+4.6% | $57,179-28.4% | $62,891-34.9% |
| Participation rate | 70.6% | 70.5%+0.1pp | 75.3%-4.8pp | 69.3%+1.3pp |
| Annual return | 1.72% | 9.23%-7.5pp | 14.59%-12.9pp | 20.14%-18.4pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,046 | $2,374+28.3% | $3,096-1.6% | $3,203-4.9% |
| Admin fee / account holder | $15 | $2,592-99.4% | $3,139-99.5% | $4,296-99.6% |