Filed January 23, 2017
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 4-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 | $29,820 | $45,863-35.0% | $77,024-61.3% | $68,494-56.5% |
| Participation rate | 96.8% | 55.9%+40.9pp | 67.9%+28.9pp | 67.9%+28.9pp |
| Annual return | 0.00% | 1.72%-1.7pp | 42.32%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,259 | $1,650+36.9% | $2,812-19.7% | $2,596-13.0% |
| Participant deferral / active EE | $5,415 | $2,962+82.8% | $4,426+22.3% | $4,027+34.5% |
| Admin fee / account holder | $76 | $3,041-97.5% | $5,425-98.6% | $5,403-98.6% |