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 | $603,514 | $96,635+524.5% | $86,612+596.8% | $139,434+332.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.09% | 106.41%-89.3pp | 591.07%-574.0pp | 372.94%-355.9pp |
| Employer contribution / active EE | $19,697 | $3,263+503.6% | $3,022+551.7% | $4,751+314.6% |
| Participant deferral / active EE | $19,538 | $4,836+304.0% | $4,438+340.3% | $6,710+191.2% |
| Admin fee / account holder | $208 | $6,408-96.7% | $5,614-96.3% | $11,403-98.2% |