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 | $595,484 | $109,817+442.3% | $98,442+504.9% | $167,490+255.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.32% | 1956.69%-1939.4pp | 1492.73%-1475.4pp | 478.56%-461.2pp |
| Employer contribution / active EE | $19,071 | $3,224+491.5% | $2,960+544.3% | $4,837+294.2% |
| Participant deferral / active EE | $17,315 | $4,673+270.5% | $4,276+304.9% | $6,341+173.0% |
| Admin fee / account holder | $99 | $6,753-98.5% | $5,949-98.3% | $12,309-99.2% |