Filed October 15, 2018 (most recent of 2 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 | $137,204 | $138,065-0.6% | $123,544+11.1% | $135,375+1.4% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -9.40% | 153.68%-163.1pp | 119.20%-128.6pp | 519.73%-529.1pp |
| Employer contribution / active EE | $8,314 | $5,151+61.4% | $4,628+79.7% | $4,779+74.0% |
| Participant deferral / active EE | $13,032 | $6,799+91.7% | $6,426+102.8% | $5,609+132.3% |
| Admin fee / account holder | $240 | $10,916-97.8% | $9,284-97.4% | $10,827-97.8% |