Filed June 11, 2019
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $560,372 | $90,600+518.5% | $79,464+605.2% | $135,375+313.9% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | -4.81% | 977.43%-982.2pp | 718.14%-722.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $16,324 | $3,068+432.1% | $2,800+482.9% | $4,779+241.6% |
| Participant deferral / active EE | $20,242 | $4,050+399.8% | $3,704+446.5% | $5,609+260.9% |
| Admin fee / account holder | $104 | $5,907-98.2% | $5,113-98.0% | $10,827-99.0% |