Filed May 27, 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 | $118,610 | $214,378-44.7% | $200,582-40.9% | $142,382-16.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.02% | 46.41%-32.4pp | 42.33%-28.3pp | 217.08%-203.1pp |
| Employer contribution / active EE | $5,306 | $6,841-22.4% | $6,419-17.3% | $4,299+23.4% |
| Participant deferral / active EE | $6,642 | $9,865-32.7% | $9,331-28.8% | $6,507+2.1% |
| Admin fee / account holder | $7 | $17,692-100.0% | $16,305-100.0% | $12,624-99.9% |