Filed August 21, 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 3-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 | $60,703 | $169,032-64.1% | $129,207-53.0% | $145,922-58.4% |
| Participation rate | 70.6% | 76.4%-5.9pp | 69.6%+1.0pp | 80.3%-9.7pp |
| Annual return | 32.53% | 14330.11%-14297.6pp | 9417.33%-9384.8pp | 561.29%-528.8pp |
| Employer contribution / active EE | $2,147 | $5,537-61.2% | $4,153-48.3% | $4,660-53.9% |
| Participant deferral / active EE | $4,697 | $4,987-5.8% | $4,168+12.7% | $6,688-29.8% |
| Admin fee / account holder | $1 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |